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.
Before you begin
Before enabling cost centers for transactions, you'll need to create them and make them visible to senders:
- 1.Create a cost center.
- 2.Show the cost center to senders.
- 3.Enable cost centers for senders to use with transactions (steps below).
How cost centers work
- Enabled: The cost center becomes a required field for all new transactions. The sender must select a cost center from the searchable list. A new cost center can be selected at any time, regardless of transaction status.
- Disabled: The cost center field does not appear when creating new transactions. Cost centers associated with existing transactions are saved but cannot be edited.
Enable or disable cost centers
- 1.Select Cost centers from the menu on the left.
- 2.Select the Update link towards the top of the page.
- 3.Select the desired option in the pop-up window:
- Not enabled — cost centers are not available to select when new transactions are created.
- Enabled and required — cost centers shown to senders are required when new transactions are created.
- 4.Select Save.
Summary Checklist
- Cost centers must be created and made visible to senders before they can be enabled.
- Cost centers → Update → select option → Save.
- When disabled: existing cost center assignments are saved but can no longer be edited.
If you are still unsure, contact Proof Support for help.
Related
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.
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 Business Transaction – Proof Help Center
The Proof Help Center explains that organizations can edit business transactions only while they are in Sent status—editing temporarily moves the transaction to Draft without changing recipients' existing access links, and after making changes via the Transaction actions menu and confirming with Update transaction, recipients are notified unless edits are merely saved without updating; however, these steps do not apply to real estate transactions, which require a different process.
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.