- Only admins can use this feature
Cost centers are a way to group, monitor, and manage trip costs for the same department or project.
Add a new cost center
- Go to Account settings and navigate to Cost management
- Click on Cost centers and then on Create new
- Enter a name for the cost center and click on Save
If a user is created with a cost center that doesn't exist on the platform, a new cost center will be created automatically.
Add people to a cost center
- Go to Account settings and navigate to Cost management
- Click on Cost centers and then click on the cost center you want to add someone to
- Search for the person you want to add by name or email under ‘Who can see and use this cost center?’
- Click Save cost center to confirm
Remove people from a cost center
- Go to Account settings and navigate to Cost management
- Click on Cost centers and the cost center you want to remove someone from
- Search for the person you want to add by name or email under ‘Who can see and use this cost center?’
- Click Save cost center to confirm
Manage access to cost centers
Admins can create, see, and select all cost centers when booking, even if they are assigned to a specific one.
Users can only be assigned to one cost center at a time and it is preselected for them at checkout.
- Check the box Make all cost centers visible to everyone, to allow users to see and select any cost center during checkout.
- If a user is not assigned to a cost center, they can see and select all cost centers when booking.
- You can make the selection of cost center mandatory by checking the box Make cost center mandatory for all trips.
You can use the cost centers API to easily create and manage cost centers within the TravelPerk platform.
You can't edit the cost center for a booking after it has been confirmed.