We know that our enterprise customers often need to attribute spend to specific internal budgets. These budgets can change for different initiatives.
Our solution: we have enabled Cost Centers and Purchase Order number attribution at the Team level.
Admins can set Cost Centers and/or Purchase Order numbers for a specific Team in Team Settings under 'Billing Details'
In Billing Details, Admins will need to set the Cost Centers and Purchase Order numbers that a Team has access to. The Cost Centers and PO numbers added to said team will be the only cost centers and PO numbers that the Admins on said team can select from, so this step is important.
To add a new Cost Center or Purchase Order number, press the ‘Create New’ button. There is no limit to how many Cost Centers or Purchase Order numbers a Team can have attributed to them.
Then, enter the applicable name and code. Press 'Create' to save.
To add an existing cost center to your Team, simply select it from what is available in the dropdown and press Done.
Cost Center and Purchase Order names and codes are shared across the entire account to ensure consistency in the codes and naming cadences used and to avoid duplication.
Note: Cost Centers and PO's are not associated to each other in any way. Meaning you can have PO numbers set up in Team Settings and not Cost Centers if you like or vice versa.