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Useful InformationIf a cost centre is no longer required, cleared funds can be transferred to another cost centre and the cost centre can be subsequently deleted. |
Transfer Balances from Completed Cost Centres
Click on the Banking screen
For a relevant cost centre click on the amount in the Cleared column
The Payments taken window will display
Select the Transfer balance button at the bottom right
Click the down arrow to select the Cost centre to transfer the funds to
If required, click the down arrow next to Account code and select an account code
The total Cleared funds will be displayed for transfer - If required, change this Amount
Tick to Delete cost centre if required
(Note that you will only see this option if all funds have been banked and cleared and there are no products mapped to the cost centre)Click Done
Click Close
See also:
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