Activate/Add cost units for expenses

Important: this article is intended for Endalia users with an Administrator profile.

Cost units allow expenses to be assigned to specific cost centers defined by the company. This functionality facilitates greater control and traceability in managing corporate expenses.

In this article

• Activate cost units
• Add cost units

Activate cost units

1. Within the config Hub, click on  Expenses  > Module Options
2. On the current screen, expand the general expense options and activate the "Cost Units" option. From this same location, you can indicate whether the field will be mandatory or optional for users.
3. Once the option is activated, the Cost Unit field will be available on the expense form for employees to fill out when reporting a new expense.

Add cost units

1. To define the values that will appear in this field, go to the Parameters section of the Expenses module ( Configuration > Expenses > Module Parameters).
2. Find the "Cost Units" parameter and edit it to add the cost units that will be used, providing the necessary information (name and code).

Cost units can only be removed if they are not in use in any expense report or individual expenses. Otherwise, they should be marked as historical so they stop appearing in selectable fields in the system.

Related articles

Want to learn more? Check out the following related articles:

• Create/Delete an approval flow
• Add/Delete type of expense
• Create/Delete an expense category

If you have doubts about the terms, take a look at our glossary at this link.