Sub Project Cost Centres

Who can use it?	Where is it?
Administrator System Administrator	Default Data > Sub Project Cost Centres

1. Click into the 'Description' column next to the add image .
2. Type a description for the cost centre. i.e. a state, division, country, or office location.
3. (Optional) Enter the Account code for use by the Connect interface to the accounting system.
4. Save .

If a cost centre is not used on any Sub Projects is can be deleted.If it is already used in Synergy, make the cost centre inactive instead to stop further use of this item on new Sub Projects. Delete a cost centre by:

1. Highlight the cost centre in the list.
2. Click the delete button in the toolbar.
3. Click 'Yes' on the delete confirmation pop-up warning.
4. The list will refresh to show that the cost centre has been removed.

If a cost centre has already been used on a Sub Project, then it cannot be deleted. To stop further use of that cost centre on new Sub Projects, then make the cost centre inactive. Make a cost centre inactive by:

1. Highlight the cost centre in the list.
2. Uncheck the 'Active' checkbox.
3. Save .
4. The cost centre will not be displayed in the drop down list to add to future sub projects. However the cost centre will still be attached to existing sub projects that had used this cost centre.

The filter controls which cost centres are displayed in the list. The filter is located in the top right of the list toolbar. The filter options available are:

1. ActiveCost centres which are marked as active and available for use on sub projects are shown. This is the default list filter.
2. Not ActiveCost centres marked as not active are shown. These cost centres cannot be assigned to new sub projects created.
3. AllBoth active and not active cost centres are shown.
4. Blank Account CodesCost centres where no account code has been defined are shown.
5. Search...The search cost centres screen opens, and allows the search for a keyword in the 'description' or 'account code' field of all cost centres.

Each Sub Project is assigned a Cost Centre, to outline which division of the company this revenue is linked to. Each invoice and supplier or staff expense that is created in Synergy is allocated to a sub project which has a cost centre assigned. Storing the account codes on the cost centre will allow the invoice or expense data to be transferred to your accounting package using Synergy Connect using the Account Codes stored within the Cost Centre. 

Examples

QuickBooks (Reckon Accounts Premier) > Income code = Consulting Income:General & Expense code = Expenses:Cost of sales

MYOB AccountRight > Income code = 4-1100 & Expense code = 5-1100

Xero > Sales revenue account = 200, Supplier Expenses account = 300, and Staff Expenses account = 429.

1. DescriptionEnter a name for the cost centre that will be displayed in drop down lists throughout Synergy. Ensure this name is appropriate as it can be displayed on Synergy reports and exported to your accounting system using Synergy Connect.
2. CodeThis column is shown when Xero Connect is enabled on your Synergy license. Use this field to store the code that will be used to create the Xero Inventory Item, when cost centre is selected as the inventory item creation option.
3. ActiveIf this box is checked the cost centre is available in drop down lists throughout Synergy. Uncheck the active box to stop the cost centre from further use on Sub Projects. Making the cost centre inactive will not remove it from existing sub projects.
4. Account CodeThis stores the account code number used by the Connect interface to send invoice or expense data to your accounting package.