Cost centres are great for tracking in-house spending, managing re-billing, and ensuring trips follow the Business Account policy.
If an employee switches from a personal to a business trip, they must enter a cost centre before booking. This serves as a reminder to update the payment method accordingly.
To get started, click ‘Add Cost Centres’. They’re optional, and you can create as many as needed. Once you click ‘Add’, they’ll appear in the cost centre list.
To delete, tick the box beside the relevant centre and select ‘Delete’.
How to make Cost centres mandatory
Setting cost centres as mandatory ensures employees are prompted to add one when booking a trip. This helps maintain smooth reporting and reminds them to switch to a personal payment method if needed, avoiding awkward explanations for personal trips.
To make Cost centres mandatory:
- Go to the ‘Settings’ tab in the Admin Panel and then select 'Trips’
- Under 'Required booking info', tick the box 'Cost centre'
After that, employees won’t be able to book trips on the company account without entering a cost centre, preventing unauthorised bookings.