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.
Audience: Business and Real Estate Senders
You can assign a cost center when creating a new transaction. The cost center field appears under Additional details during transaction setup. You can search for the cost center by name or number.
Summary Checklist
- Command Center enabled with cost centers configured
- Permission to send and manage transactions
- Cost center field appears under Additional details
- Search for cost centers by name or number
Select a Cost Center
Cost centers help you organize and track transactions by department, project, or budget category. When you create a new transaction, you can assign it to a specific cost center.
Command Center is an add-on tool available for Business Premium and Enterprise customers. Read Command Center overview for more information about cost centers and other features.
1. Open the Cost Center Field
When creating your transaction, find Details and click the Cost center field.
2. Search for Your Cost Center
Start typing the name or number of the cost center you need. The search works with partial matches, so you don't need to type the complete name.
3. Confirm Your Selection
Click the name of the cost center you want to use. The field will update to show your selection, and you can continue creating the rest of the transaction as usual.
Still unsure? If you need to edit a cost center on an existing transaction, see Edit a cost center on an existing transaction. For questions about cost center setup or configuration, contact your organization administrator.
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.
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.
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.
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.
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.
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.