Cost Center Access

[afrisina]

How can I give a user access to a certain cost center?  

[MelissaS]

Hi! 

Can you please provide an example of what you're trying to accomplish? Are you needing certain users to code invoices to certain Cost Centers? Or just view them? Or update user profiles to be assigned to a certain Cost center? We would need to know a little more information in order to assist you. 

Thanks!

Missy

[afrisina]

Hi Melissa,

I'm trying to do 2 things....

 - Change a cost center approver from one employee to another.

 -  Give an employee access to a certain cost center 

We process invoices in concur and some people need access to certain cost centers to see the expense or what's hitting the cost center, and I don't know how to give them access...

[MelissaS]

Hi !

If you have Cost Object approvals by Cost Center, you would update the Cost Center approver under Admin>Invoice>Workflows>Authorized Approvers> Cost Object Approvals. Find/choose the Cost Center from the dropdown, then remove/add Approvers directly within that Cost Center. If you need assistance, you can always submit a ticket via the Support Portal.

The Processor permission is only granted by Group (not by Cost Center)... so you can allow certain folks to see certain Group(s) invoices, but it would not specifically be set by Cost Center. You may want to consider our Invoice Budget product which would allow you to build Budget roles by Cost Center to allow them visibility into spend.   You could also work with our Reporting team via Support to have custom reports built by Cost Center if you'd prefer (that way certain Reporting Users can run/download). 

Hopefully that helps to answer your questions! 

Thanks,

Missy

[StacyH]

Hi @afrisina,

To change a cost center approver from one employee to another -

• Navigate to Administration > Invoice > Workflows > Authorized Approvers > Cost Object Approver List
• Click Global, then click the cost object whose approver you want to change
• Click Modify, blank out the existing approver, then search for the new approver, provide the correct Approval Limit Amount, then Save

If you could provide additional information regarding what you mean by "giving an employee access to a certain cost center" that would help us better point you in a direction. What is the user doing that they need to "access" a certain cost center? How are they "accessing" cost centers? What role(s) are assigned to users that "need access" to a cost center? The more details you could provide the better on this one - screenshots are helpful too. Every client's site is configured based on their individual business needs, so how one site is configured is typically very different from another.