For now, only cost centres can be managed across your organisation.
To reduce duplication of effort and centralise visibility of your configuration, some settings can be managed via the multi-entity hub:
Cost Centres
Overview
Cost centres are crucial building blocks that assist in organising and overseeing financial allocations within and across entities. The multi-entity setting screen allows you to view Cost Centres across all entities in a single space, and share cost centres to the entities of your choice (single, multiple or all).
Key Features
Centralised Management: Admins can view all cost centres across all entities from a single interface. This streamlined approach ensures that admins can manage these centres without navigating through multiple entities individually.
Shared Configuration: Cost centres can now be created at the organisational level and shared across multiple entities. This allows the name, cost centre owner, and co-owners to be managed and shared centrally.
Managing Multi-Entity Settings
Using the sidebar, navigate to the Settings tab under the Multi-entity Hub.
This will show a list of Cost Centres across all entities that the user has access to.
Creating a New Cost Centre:
Click on "Add Cost Centre" and create the Cost Centre name and select it’s owner. Ensure that the cost centre name is unique within the organisational context to prevent conflicts.
If the cost centre name conflicts with an existing one within an entity, you will be prompted to resolve the conflict.
Click “Assign it to entities” to choose the entities you want the cost centre to apply to. You can choose as many entities as you’d like.
Once chosen, click “Create the cost centre”.
Managing Cost Centres:
Use the Actions button for a specific Cost Centre to:
Edit cost centre’s details - (name, cost centre owner, cost centre co-owner)
Update entities assignment - select which entities you do/don’t want this Cost Centre to apply to
Delete - remove the Cost centre from your organisation (this will also remove it from your individual entities) - if it is in use by existing requests, you'll need to provide a substitute cost centre for that entity to reassign those requests to
Updating entity assignment
Update or edit existing cost centres to share them to additional entities if needed.
Benefits
Time Saving: Create and manage cost centres once, then apply them across multiple entities, eliminating repetitive tasks.
Improved Financial Oversight: With a single view of all cost centres, financial oversight is enhanced, providing better control over budgeting and spending.
Visibility & Permissions
Creating, editing or deleting cross-entity cost centres
Users with either the Account Owner or Admin and Controller roles for all their organisations entities can create, edit and delete cost centres from the Multi-entity Configuration page. If you cannot see the settings screen, it's likely you're missing these roles across one or more of your entities.
Considerations
Cost centre owners and co-owners need to exist within each entity they are assigned to. If they do not they will be automatically invited once set up is complete.
Unique naming conventions should be maintained to prevent conflicts when assigning cost centres across entities.
We will continue to enhance our multi-entity configuration capabilities to provide even more value. If you would like to leave any feedback please provide this via the 'give feedback' button on the settings page.