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Centers
Centers are used to classify financial activity for analysis and reporting. A centre may represent a business unit, branch, department, cost centre, or other responsibility structure depending on how the company configures Finance.
Screenshot: Centers list view
Fields
| Field | Meaning |
|---|---|
| Code | The unique identifier for the centre. |
| Name | The centre name shown in Finance screens and reports. |
| Company | The company that owns or uses the centre. |
| Parent Centre | Optional higher-level centre used for hierarchy or roll-up reporting. |
| Status | Indicates whether the centre is available for transaction classification. |
HowTo
- Open Finance.
- Select Setup.
- Open Centers.
- Create the centre or select an existing record for review.
- Confirm the company, reporting relationship, and active status.
Screenshot: Center create or edit form
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