Page 9 - Administrator Help Manual

Help Manual
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Managing Cost Centres
The Cost Centres on Self Manager help you categorise the types of expenses you that your managers
pay on a regular basis. Examples of cost centres are wages, insurance, travel costs and more. You must
set up your cost centres before you add any payments on the system. You may need to make sure that
the cost centres you enter on Self Manager correspond with those in your bookkeeping system to allow
for easy data transfer between the systems and creation of consistent financial reports.

Superannuation and Wages are already built into Self Manager as cost centres and will appear on yours
and your managers’ cost centre pages when you first log in.

Adding a New Cost Centre
1. Select Cost Centres from the My Organisation drop down menu to access the Cost Centres page.
2. Click the Add a new Cost Centre button on the top, left hand side of the Cost Centres page.
3. On the Add Cost Centre page, assign a code (to correspond with your organisation’s accounting
system), a name (ex: administration), and you can add a more detailed description (optional) for
the new cost centre in the Description field.
4. You can select whether the cost centre applies to “Both employees and non-employees”, to “Non-
employees only”, or to “Employees only” payments from the drop-down menu at the bottom of
the form. This determines what options you get when you submit various types of payments on
Self Manager. Each will be explained further in separate Help sections.
5. Finally, select whether the cost centre will be shared between all the managers across your
system (global), or to be visible to an individual manager only.
a. Common expense types such as Transport, Insurance, or Administration are useful to add as
global cost centres to avoid duplicate entries on your organisation's Cost Centre Page.
b. Individual cost centres are more suitable for an individuals' specific expense types. As you
start to add managers to your system it may be easier to add individual cost centres while
acting as that manager.
6. Once you have added the required information, click the Add Cost Centre button to add the new
cost centre and return to the Cost Centres page.

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