Create and manage Cost Centers

In the InterFAX Control Panel, you can create Account Cost Centers according to your organization’s departments or functions.
Managing Cost Centers is useful for larger companies that have multiple departments using InterFAX and the company would like to obtain information about the costs of each. The main use of a Cost Centers is to track actual expenses for comparison to budget. 

Larger organizations may create separate Accounts for each department, or a single Account with a Cost Center for each department. 

Add the Cost Centers menu item 

The ‘Cost Centers’ menu item appears only for ‘Enterprise’ Accounts.
To add the Cost Centers menu item to your CP Account, please contact Support, and request that we set your Account as an ‘Enterprise Account’. 

Notes:

  • The Cost Centers menu item is not displayed in Eval / Trial Accounts.
  • The Cost Centers menu item is displayed ONLY for “Enterprise” Accounts.
  • Other menu items that appear in the above menu may be hidden, according to the Account type. 

Create a new Cost Center 

  • Log in to the InterFAX control panel as an Account manager. 
  • Expand the ‘Account Management’ tab and click on the ‘Cost Centers’ menu item. 

  • Click on the ‘+’ (‘plus’) icon to open the ‘Add new Cost Center popup window. 
  • If no Cost Centers were created in your Accountyou will be taken straight to the ‘Add new Cost Center’ popup window. 
  • Add a unique name for the new Cost Center and click ‘Add’.

Notes: 

  • If you do not see the ‘Account Management’, your User type is ‘Regular’, not ‘Account manager’. 
  • If you do not see the ‘Cost Center’ sub menu item, please contact Support, and request an ‘Enterprise Account’
  • Most customers name their Cost Centers according to their organizations departments or other organizational units. 
  • If Cost Centers are defined to the Account, the names will be stated in the Account’s invoices. 

Delete a Cost Center 

  • Log in to the InterFAX control panel as an Account Manager. 
  • Expand the ‘Account Management’ tab and click on the ‘Cost Centers’ menu item. 

  • Locate the Cost Center that you wish to delete in the ‘Cost Centers’ section and click on the more options button (Kebab icon) at the right-hand side of that Cost Centers entry in the list. 
  • Click on the ‘Delete’ option to remove the selected Cost Center. 

Rename a Cost Center 

  • Log in to the InterFAX control panel as an Account Manager. 
  • Expand the ‘Account Management’ tab and click on the ‘Cost Centers’ menu item. 

  • Locate the Cost Center that you wish to rename in the ‘Cost Centers’ section and click on the more options button (Kebab icon) at the right-hand side of that Cost Centers entry in the list. 
  • Click on the ‘Rename’ option to rename the selected Cost Center. 
  • A popup window will be displayed. Enter the new Cost Center name, and click the ‘Update’ button to save. 

Associate Users to a Cost Center 

Associating a User to a Cost Center will add the User’s usage to the Cost Center section in the Account invoice.

A User can be associated to a single Cost Center, or remain unassociated. 

  • Log in to the InterFAX control panel as an Account manager. 
  • Expand the ‘Account Management’ tab and click on the ‘Cost Centers’ menu item. 
  • Locate the Cost Center that you wish to wish to associate Users to it in the ‘Cost Centers’ section, and click on its entry to highlight it. 
  • Under the selected Cost Center’s Users list on the right, click on the ‘+’ (plus) button to associate additional Users to the selected cost center. 
  • A popup window will be displayed. Type the username of the User that you wish to associate to the Cost Center, and click the ‘+ Associate User’ button to save. 

Notes: 

  • Once you type at least two characters, a list of suggested Users will be displayed, and you can select from the list. 
  • You can add multiple Users to a Cost Center at one time. 
  • You can associate a User to a single Cost Center. 

Remove Users from a Cost Center 

  • Log in to the InterFAX control panel as an Account Manager. 
  • Expand the ‘Account Management’ tab and click on the ‘Cost Centers’ menu item. 
  • Locate the Cost Center that you wish to wish to remove Users from in the ‘Cost Centers’ section and click on its entry to highlight it. 
  • Locate the User that you wish to remove from the Cost Center. Under the selected Cost Centers Users list on the right, search the Cost Centers associated User by scrolling the Users list or by using the Search bar. 
  • Select the User that you wish to remove from the Cost Center and click on the more options button at the right-hand side of that user’s entry in the list. 
  • Click on the ‘Disassociate’ option to remove the User from the selected Cost Center. 

Move a User from one Cost Center to another 

  • Log in to the InterFAX control panel as an Account Manager. 
  • Expand the ‘Account Management’ tab and click on the ‘Cost Centers’ menu item. 
  • Locate the Cost Center that you wish to wish to move users from within the ‘Cost Centers’ section, and click on its entry to highlight it. 
  • Locate the user that you wish to move from the Cost Center. Under the selected Cost Centers users list on the right, search the cost center’s associated user by scrolling the users list or by using the Search bar. 
  • Select the user that you wish to move from the Cost Center and click on the more options button (Kebab icon) at the right-hand side of that user’s entry in the list. 
  • Click on the ‘Move to…’ option to move the user from the selected Cost Center. 
  • A popup window will be displayed. Select the other Cost Center that wish that the user will move into it, and click the ‘Update’ button to save your decision. 

View your Account’s invoices 

InterFAX Account invoices start with the General department, which includes the Account costs and the costs for all Users.
If there are costs related to defined Cost Centers, the invoice will show them later, after the ‘General’ costs and will be defined as “Departments”. 

Invoices starts with a “Summary” table, which include all the Account Cost Center(or “Departments”) and after the summary table, each Cost Center (or “Department”) usage is detailed.

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