Cost centers

Track spending by project, team, or department using cost centers with budget limits and visual progress tracking in Eloope.

What cost centers are

Cost centers are budget categories that let you track spending against a defined budget. They help you monitor how much has been spent on a specific project, team, client, or initiative.

Employees assign expenses to a cost center when creating them. Administrators can then monitor spending in real time and receive alerts as budgets are consumed.

Access cost centers

1. Go to Admin Settings > Cost Centers.
2. Browse the list of all cost centers, including their names, budgets, and current spend.

Create a cost center

1. Go to Admin Settings > Cost Centers.
2. Click New Cost Center.
3. Enter the cost center Name (required).
4. Enter the Budget Amount: The maximum amount allocated to this cost center.
5. Add an optional Description to clarify the purpose of this budget.
6. Click Save.

Assign expenses to a cost center

When employees create a new expense, they can select a cost center from the Cost Center dropdown. This links the expense to the selected budget for tracking purposes.

Cost center assignment is optional unless your organization's policy requires it.

Budget tracking

Each cost center displays a visual progress bar showing how much of the budget has been spent. This makes it easy to see at a glance which budgets are on track and which are running low.

Budget alerts are color-coded to flag potential overspending:

Budget consumed	Alert color	Meaning
Under 75%	Green	Spending is within normal range.
75%	Yellow	Approaching the budget limit.
90%	Orange	Nearing the budget cap. Review spending.
100%	Red	Budget is fully consumed or exceeded.

Note: Budget alerts are visual indicators only. They do not block expense submission. To enforce hard spending limits, use expense policies.

Edit a cost center

1. Go to Admin Settings > Cost Centers.
2. Click the cost center you want to modify.
3. Update the name, budget amount, or description.
4. Click Save.

Export cost center data

1. Go to Admin Settings > Cost Centers.
2. Click Export CSV.
3. A CSV file is downloaded containing all cost center data, including names, budgets, current spend, and remaining balance.

Bulk delete cost centers

1. Go to Admin Settings > Cost Centers.
2. Select the checkboxes next to the cost centers you want to remove.
3. Click Delete in the bulk actions bar.
4. Confirm the deletion.

Warning: Deleting a cost center does not remove expenses assigned to it. Those expenses retain their cost center label, but no further expenses can be assigned to the deleted cost center.