Admins, owners, and accountants can create, edit and delete cost centers as used in the accounting system. Active cost centers can then be assigned to transactions.
In the menu item Settings > Accounting > Cost Centers & Units, cost centers can be managed. In Pliant, cost centers are closely linked to teams, i.e. to assign cost centers you must first create one or more teams. One cost center can be defined per team.
Important note: To access the configuration page please make sure that cost centers are activated under the menu Settings > Accounting.
Setup
Create a new cost center (or assign it to a team)
Important note: To create a new cost center, you must first create a team.
To create a cost center the following values are needed:
Team
The name of the cost center corresponds to the team name and can be chosen freely chosen when creating the team. This name will not be transferred to the accounting system.Cost center number
The cost center number specified must correspond exactly to the number stored in the accounting system.
Click on the Assign cost center button to link a new cost center to an existing team. In the Team field, select the team you created previously, then define the cost center number and confirm by clicking Assign cost center.
The newly created cost center is immediately available in the Pliant app and can be assigned to individual transactions.
Change or delete cost center
To modify cost centers, select them in the list of all teams/cost centers, overwrite the existing value in the cost center field and then confirm with Assign cost centers.
To delete cost centers that are no longer needed, select them in the list of all teams/cost centers, delete the existing value in the cost center field and then confirm with Assign cost centers.
Important note: To deactivate or delete teams navigate to Members & Teams > Teams, remove all users and select Deactivate team or Delete team in the corresponding context menu.
Automation
Once created, teams/cost centers can be assigned to individual transactions (see: Preparing transactions for export).
To automate this manual step, teams/cost centers can be assigned directly to a credit card. The linking of a credit card to a specific team/cost center automatically assigns the linked team and cost center to each new transaction made with the corresponding card.
Assigning team or cost center to an existing card
Important note: Make sure that teams are created and cost centers are correctly linked before proceeding with the steps below.
Navigate to the Cards menu item
Select the desired card
Open the context menu of the card
Select Edit team assignment
In the dialog window, you can then either assign a new team or change the existing team assignment. If you want to delete a team assignment select the entry None.
Important note: Only the active teams are available.
Assigning teams/cost centers when creating a card or a card request
When issuing a new card or creating a card request, a team and a cost center can be directly linked:
Important note: Only the team, which are active are available.