Admins, owners, and accountants can create, edit and delete cost units as used in the accounting system. Active cost units can be assigned to transactions.

Important note: At Pliant we use the term Projects instead of G/L account in some places because we think it's easier to understand for non-accountants. Project names are not relevant for accounting exports. Ultimately it's always the cost unit number that is exported to the accounting system.

Projects/cost units can be managed within Settings > Accounting > Cost Centers & Units.

Important note: To access the configuration page, please make sure that cost units are activated on Settings > Accounting.

Projects/cost units can be created, deactivated, reactivated or deleted. You have the possibility to search the list of all projects/cost units or to filter by status (active, inactive, all) using a dropdown.

To create a new cost unit the following values are needed:

Click on the Add project button to create a new project., then define the name and number. The newly created project is immediately available in the Pliant app and can be assigned to transactions.

To deactivate projects/cost units that are no longer needed, select them in the list of all projects/cost units and click Deactivate in the Edit Project window. Afterwards, confirm the action in the subsequent dialog box. This ensures that all transactions to which this project was assigned previously, will continue to be displayed correctly. However, it is no longer possible for users to assign transactions to this project. Deactivated projects are hidden from the list of all projects, but can be displayed using the corresponding filter option.

Deactivated projects can be reactivated at any time. To do this, click on the deactivated project and confirm the action in the dialog box by clicking on Activate.

Deactivated projects can be deleted if they are no longer linked to any transaction.

Once created, projects/cost units can be assigned to individual transactions (see: Preparing transactions for export).

To automate this manual step, projects/cost units can be directly assigned to a credit card. As a result of connecting a project to a specific card each new transaction made with the corresponding card is automatically assigned the linked project (incl. the cost unit number).

Navigate to the Cards menu item

In the dialogue window, you can either assign a new project or change the existing project assignment. If you want to delete a project assignment, select the entry None.

Important note: It is only possible to assign active projects/cost units.

When issuing a new card or creating a card request, a project/cost unit can be linked directly:

Important note: It is only possible to assign active projects/cost units.