Cost Centers – Proof Help Center
The Cost Centers section in the Proof Help Center offers detailed instructions for organizations on creating, enabling or disabling, managing visibility, selecting, editing, and exporting cost centers within the Command Center, along with support request options.
Cost Centers
This section provides guidance for organizations on managing cost centers within the Command Center. The following topics are covered:
- Create a Cost Center in Command Center: Instructions on how to create a new cost center for your organization.
- Enable or Disable Cost Centers for All Transactions: Steps to enable or disable the use of cost centers across all transactions.
- Show or Hide Cost Centers for Senders: How to control the visibility of specific cost centers for different senders.
- Selecting a Cost Center for a New Transaction: Guidance for business and real estate senders on assigning a cost center when initiating a new transaction.
- Edit a Cost Center on an Existing Transaction: How to modify the cost center associated with an existing transaction.
- Export Cost Centers from Command Center: Instructions for exporting your organization's cost center data.
If you need further assistance, you can submit a request for support.
Related
Selecting a Cost Center for a New Transaction
Business and Real Estate Senders with Command Center enabled and proper permissions can assign a cost center—searchable by name or number under Additional details—when creating a new transaction to organize and track expenses by department, project, or budget category.
Selecting a Cost Center for a New Transaction – Proof Help Center
The article explains how Business Premium and Enterprise users with Command Center enabled can assign a cost center to a new transaction by accessing the cost center field under Additional details, searching by name or number with partial matches, and selecting the appropriate cost center to organize transactions by department, project, or budget category.
Edit a Cost Center on an Existing Transaction – Proof Help Center
The article explains how users with appropriate permissions in organizations using Command Center (an add-on for Business Premium and Enterprise customers) can edit the cost center on an existing transaction by navigating to Transactions, opening the transaction’s Summary tab, clicking the pencil icon next to Cost center, selecting a new cost center from the search results, and saving the changes.
Enable or Disable Cost Centers for All Transactions
To enable or disable cost centers for all transactions, first create and make cost centers visible to senders, then navigate to the Cost Centers menu, select Update, choose either "Not enabled" to hide cost centers or "Enabled and required" to make them mandatory for new transactions, and save the changes, noting that disabling cost centers preserves existing assignments but prevents editing.
Show or Hide Cost Centers for Senders
Command Center owners and admins can control whether specific cost centers are visible to senders by toggling the "Show to sender" switch ON or OFF on the Cost centers page, where showing a cost center allows senders to select it for new transactions while hiding it prevents new selections but retains visibility in existing transactions.
Create a Cost Center in Command Center – Proof Help Center
The article explains how Command Center owners and admins can create and manage cost centers by entering a display name and internal ID, toggling visibility for transaction senders, and saving the new cost center to link Proof transactions with internal accounting records.