Agent View
Cost Centers ( Formerly known Overview
Previously referred to as departments ). Organizations can use , cost centers enable organizations to assign budgets and be able to draw down assigned capital as items are procured for the respective cost center. allocate budgets effectively, allowing for the systematic drawdown of assigned capital as procurement occurs within each cost center. This framework facilitates precise financial management and accountability across different organizational units.
Agent View
The agent view presents a detailed list all of cost centercenters, including the main contact and the remaining budget for each. In this view, agents have the ability Agents are empowered to adjust department cost center budgets and view a access spend reports.
An agent can navigate to Cost Centers by selecting Checkout → Cost Center.
Department list.
, providing a clear overview of financial activities and budgetary health. This view is accessible by navigating to Checkout > Cost Center from the main menu.
Spend Report and Budget Adjustments
For a detailed analysis of expenditures, agents can click on the blue icon adjacent to each cost center listing. This action reveals a spend report, offering insights into the financial transactions associated with each cost center. Additionally, there is an option to export this report as a CSV file, enhancing the ease of data analysis and sharing.
To view a report of the spend, click on the blue icon on the right of each list. There is also an option to export the report as a CSV file.
