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.
Audience: Organizations
The short answer: Here's how to edit the cost center on a transaction that's already been created. Any user with permission to send and manage transactions in an organization with Command Center can do this.
Command Center is an add-on tool for Business Premium and Enterprise customers.
Edit a cost center
- 1.Select Transactions from the menu on the left.
- 2.Find and open the transaction whose cost center you'd like to change.
- 3.Open the Summary tab of the transaction.
- 4.Select the pencil icon next to Cost center under Additional details.
- 5.Search for the desired cost center.
- 6.Select the desired cost center from the search results.
- 7.Select Save changes.
Summary Checklist
- Transactions → find transaction → Summary tab → pencil icon next to Cost center → search → select → Save changes.
If you are still unsure, contact Proof Support for help.
Related
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.
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.
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.
Command Center Overview – Proof Help Center
Command Center is a centralized management platform for Proof owners and administrators to oversee users, organizations (including subsidiaries), corporate policies, authentication, access control, security, and settings at scale, featuring a Home dashboard, Company Directory with organizational hierarchy and export/clone options, User Management for role-based access and bulk user actions, Cost Centers for linking transactions to accounting records, and enhanced Security controls tied to verified company domains.
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.
2025-04-28 Proof Release Notes – Proof Help Center
The April 28, 2025 Proof release introduces centralized Brand profiles in Command Center, allowing customers to create and manage streamlined brand profiles across multiple organizations from a single location, now generally available to all Command Center users.