Costs Centers: to access Costs Centers, go to Admin > Costs Centers.
To register costs centers, click on the icon
located in the upper right corner of the screen, as shown in the following image:
Clicking on the (+) icon will open the following screen to complete the Costs Center data.
The required fields, identified with an asterisk (*), must be completed.
Center: costs center code.
Description: identifying name of the costs center.
Division: number corresponding to the division. If a division does not apply, use 1.
Company: if you need to link a company to the costs center, you can select it here.
Center manager: allows you to select the person responsible for the costs center.
Approver if the manager requests: allows you to define an approver in case the costs center manager makes a request that requires approval.
When you finish entering the data and click Save, the system will redirect you to the Costs Centers screen, where you'll see the costs centers loaded in list form, as shown below:
In the upper right corner of the screen, you'll find a series of buttons that let you perform different actions.
Export: downloads all the registered costs center information in Excel or PDF format.
Import: lets you upload a file in Excel (.xlsx) format.
Clicking this button opens a window where you can:
Select the file to import from your computer.
Download the corresponding template file from T&E Express.
Confirm the upload with the Import button or cancel it.
On the right side of each costs center, you can perform the following action:
Edit
allows you to edit the costs center data.
Delete
allows you to delete the costs center.
