How do I create, assign, modify, and delete cost centers?
Cost centers are a type of classification that can be assigned to user profiles within your Brex account. These cost centers can be exported along with transaction data to your ERP system with Brex Empower.
Create cost centers
Account and card admins can create cost centers by following these steps.
Step 1: In your Brex dashboard, click Team > Cost centers.
Step 2: Click Add cost center in the top-right corner.
Step 3: Assign a name and click Save.
Note: Your new cost center will be available to assign to cardholders within your Brex account.
Assign cost centers to users
By assigning a cost center to a user, future transactions made by that user will be categorized with the same cost center that was assigned. Account and card admins can assign cost centers to users by following these steps.
Step 1: In your Brex dashboard, click Team > the user’s name.
Step 2: Select the corresponding legal entity from the Cost center dropdown.
Modify or delete cost centers
Account and card admins can modify or delete cost centers by following these steps.
Step 1: In your Brex dashboard, click Team > Cost centers.
Step 2: Click the 3 vertical dots to the right of each cost center and click either Modify or Delete.
Note: To delete a cost center, the members must be removed first.