Specifying a Cost Center for a Purchase Invoice When Creating It

The system allows you to specify a single cost center for the entire purchase invoice, so that the invoice’s entire cost is attributed to this center without needing to specify it for each line item individually. This is used when the invoice pertains to a single activity, branch, or project, such as a supplies invoice for a specific project, or purchases pertaining to a specific department.

Before You Begin

Cost centers must already be created in your account for them to appear in the selection list within the invoice.

Steps to Assign a Cost Center to the Invoice

1. Click on “Purchases” from the sidebar menu, then click “Purchase Invoices.”
2. Click “Add” button to create a new purchase invoice.
3. Select the supplier from the suppliers list.
4. From the invoice details section, open the “Cost Center” list.
5. Select the cost center you want to attribute the invoice to.
6. Complete the invoice’s items and remaining details.
7. Click “Save” to save the invoice.

How the System Works

• The cost center specified in the invoice’s details is applied to the entire invoice, attributing its cost to it without needing to specify it for each item.
• There’s also a “Cost Center” column within the items table, used when you need to distribute a single invoice’s items across more than one cost center.
  • This option only appears when it’s enabled through the General Accounting Settings.
• The cost center is reflected in cost center reports, showing each center’s purchases attributed to it.

Important Notes

• If the invoice pertains to more than one activity or project, use the item-level cost center column instead of specifying a single center for the invoice.
• You can edit the cost center after saving by editing the invoice.