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Reports

Cost centers, allocation and the report builder

Tag services with who pays for them, see spend split by location or cost center, and build the report finance keeps asking for.

3 min

  1. Set up your cost centers under Inventory: the departments, entities or GL accounts finance uses. A wireless line can carry its own cost center, separate from its account.
  2. Tag each service with its cost center from Edit details. Untagged services are listed on the allocation page so none is forgotten.
  3. Open Cost allocation to see monthly spend split by location, cost center, entity or GL account, with a column per type of service.
  4. Build a report from any of the templates (inventory, accrual, variance, trending, renewals), choose the columns, save it, and download it as a spreadsheet or have it emailed on a schedule.

In the app: Cost centers · Cost allocation · Reports. Sign in to open them in your workspace.

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