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Bookkeeping Integration: How to add or edit cost centers?

If you use "Bookkeeping Integration", your accounting data has been imported into Klippa. In this article we explain how you can add and edit cost centers, so that your cost centers in Klippa are up-to-date again.

Note: this action is only possible for a user with the finance role.

Note: this action is only possible if your company uses the module "Bookkeeping Integration".

Make sure you are logged in to the Klippa Web App as a user with the "Finance" role.

In the left menu, navigate to Bookkeeping Integration and then Dimensions. You are now in the overview of the different divisions.

If no dimensions are visible, add them by clicking: Actions, then choose Create dimensions. You can add a cost center by using the following: Dimension key: cost_centers, Dimension name single (singular): Cost center, Dimension name multiple (plural): Cost centers.

In the table, choose cost centers. You are now in the overview of your cost centers.

Click the Actions button at the top right of the table, then choose Import.

A new screen will appear where you can upload an XLSX or CSV file. In this screen you can also find various options for importing cost centers. They are explained below:

Update existing data: When this option is set to "No", the rows from the imported file are added to the existing list of cost centers. If this option is set to "Yes", new cost centers with a new cost center code will be added. For all yet existing cost centers in Klippa with "code" that is the same a cost center code in the import file, the yet existing data in Klippa will be updated. If you want to update the current cost centers, set this option to "Yes". Keep in mind that you cannot change the code of the cost center. If you only want to add new cost centers, set it to "No".

Skip first row: When this option is set to "Yes", the first row from your file will be ignored. Choose this if your file contains column headings.

Division: Select the division to which the cost centers belong.

Tip: Download the sample file by clicking the Download example sheet button.

Tip: Do you want to make an existing const center inactive? Then set Update existing data to "Yes" and set the column "status" in your file to 0 for the cost center.

Upload the XLSX or CSV file containing your cost centers. You do this by clicking the Click here to upload a file button and choosing the document.

Note: The code and name columns are mandatory to fill in. However, we recommend that you fill in all fields of the sample file.

Tip: Do you want to synchronize the already added/changed cost centers? Then read this article.

Tip: Do you want to know how you can use cost centers in business rules? Then read this article.

Updated on: 20/06/2023

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