In PICSWeb List and Type Configuration, you can set up and the different Cost Centres used to categorise Payment Records by location.

Selecting Lists and Types > Payments > Cost Centres from the side menu will open a page showing any cost centres that have already been set up. For each cost centre, the following details are shown:

• Code

• Description

• Status – This indicates whether the centre is Live or Dormant.

Filtering the List

The option to search by Code and Description and filter by Status and Number of Records shown are available by default above the list. Once you have entered the necessary details, press Enter or select the Search icon to run the search and apply your filters.

Exporting the List

Selecting More shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.

Creating a New Cost Centre

Selecting Create will open a window where you can enter the Code and Description for the new cost centre.

Once you have finished, select Save to add the new centre or Cancel to discard it. 

Cost Centre Actions

The following actions are also available from the cost centres tab:

• Edit – Selecting ... > Edit by a centre in the list will open a window where you can edit the Description and Status. Once you have made any changes, select Save to confirm them.

• Delete – Selecting ... > Delete by a cost centre in the list will delete it. This should only be done for centres entered in error. For a centre that has been used, you should instead set the status to Dormant. You will be asked to confirm before you delete the record.