Update and Add Cost Center Codes

RingCentral Office®

category
Admin Guide

Procedure

  1. From the Admin Portal, select the Billing tab.
  2. Click Cost Center Management.
  3. View your current Cost Center Codes..
  4. Click Update All Billing Items.
    1. Download the template for updating your billing items
    2. Follow the instructions on the downloaded template and fill out the spreadsheet.
    3. Upload your completed spreadsheet to update your billing items.
  5. Click Add Cost Center Codes.
    1. Enter a name for your new Cost Center Code and a code if you’d like.
    2. Select a Parent Cost Center Code.
    3. Click Save.

      Note: Administrators can also add a Cost Center Code while processing a transaction. When the administrator is asked to assign a purchase to a Cost Center Code, there will be a button to Add New Code the administrator can click.