How can we help?

Follow

Cost Centers and Project Codes

Cost Centers: Cost Centers (or budget codes) help to track and identify orders placed. Cost centers are linked to one or several billing addresses saved in the account. All users can add cost centers during the order checkout flow (regardless of the permission levels). Account Admin can setup Cost centers, so users can select those while ordering. Log in to your Gelato Globe account and select "Billing" from menu on left side of the page. Then select "Cost Centers" and there will be the button to "Add new" in top right corner of the browser page. Cost centers will appear when a billing address is selected in the order checkout flow. Users will be presented with list of cost centers saved for Billing entities which are available as per their groups membership. Users also have the option to select "None" in the order flow if a cost center is not needed. Cost centers can be saved as a number, text or a combination of the two, depending on your organisation.

Opting Out of Cost Centers: By default, every account comes with cost centers active. You can also opt to have project codes active.

cost-center.jpg

Project Codes: Project codes are similar to cost centers. They are budget codes to help track and identify orders placed in your account. Project codes are mostly popular in consultancy companies, that use one time codes per client or project. Similar to Cost Centers, project codes are linked to a billing address saved in the Gelato Globe account. The main differences between the two are: 

  • Project codes are not saved in the account
  • Users need to input the code manually 
  • If activated, codes are mandatory when placing an order

Any user can add a project code during the order flow. A project code can be saved as a number, text or a combination of the two, depending on your company. 

Can I have a cost center and a project code active at the same time?  Customers need to opt for one of the two options.  It is not possible to have both active in your account at the same time. By default, every account comes with cost centers active. Please write to Gelato Globe customer support on email support@gelato.com for changing it to project codes or removing it.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request