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Creating a Cost Center

A Cost Center in EnergyCAP is essentially a directory/folder that you can use to organize your accounts in various ways. It is possible to nest a Cost Center within a 'parent' Cost Center, creating an accounting structure that is two or more levels deep.

To create a Cost Center:

  1. Select Accounting>Accounts. The Account Manager will be displayed.

  2. To create a top level Cost Center, highlight the "Cost Centers" node in the Accounting tree view and go to step 4.

  3. To create a Cost Center under a 'parent' Cost Center:

    1. In the Account tree view, navigate to the Cost Center under which you wish to create the new Cost Center.

    2. Select the appropriate Cost Center (make sure that the existing cost center is highlighted in the account tree).

      Creating-CC.jpg

  4. From the Account menu, select New>Cost Center (or click the Add New Cost Center icon from the Account Manager title bar). The Create Cost Center window will open.

  5. In the Code field, enter the unique, self-defined identifier for the Cost Center.

  6. In the Display field, enter the display name for the Cost Center.

  7. After making your selections, click OK to save the new Cost Center and close the Create Cost Center window. Or click Cancel to exit without saving.

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