Cost Centres

To set up cost centres, navigate to "Company Settings", "Payroll Settings", and then "Advanced Settings". Under "Timesheet Input Format & Preference", you can enable specific cost centres to appear in employees’ timesheets.

If all your employees are assigned to one department or branch, you don’t need to tick any of the boxes. However, if they work for different branches or departments, it’s a good idea to select each option. If you have specific job types, enable "Job Type". If you manage specific jobs for customers, you can enable "Job Number".

Go to "Company Settings" and then "Cost Centres". This section lets you set up Cost Centres for reporting purposes, allowing you to allocate costs across different Branches, Departments, Job Types, or Jobs (such as by Customer). You can also assign Administrators to each Cost Centre.

If you want to set up a department or branch, click "Add". You can also set up individual bank accounts here and adjust the display order. Below is an explanation of the codes used in Crystal Payroll:

• Cost Centre: Used for reporting purposes. This is the only mandatory code field.
• Department or Branch Code: An additional identifier.
• Account Code: Used for exporting data to accounting systems.
• Sub Code: Used for KiwiSaver codes.

If Job Type or Job Number is enabled, select them from their respective menus and click "Add". These are straightforward to set up. For Job Number, you might want to set up a customer by selecting "Setup Customer" on the right-hand side.

If an employee is assigned to multiple cost centres, you can use the "Cost Centre Allocation" button to dedicate a percentage of their employment to each one. If you need to assign an administrator to manage specific departments, you can do so by selecting "Department Administrator".

To assign an employee to a default branch and department, go to "Employee Settings", "Employee Details". Select an employee from the left-hand side, and set their branch or department under "General Details".

If you enabled one of the timesheet options in your advanced payroll settings, you will notice new fields that you can enter for each employee in "Process a Pay", "Time & Income".

We’ve now covered everything you need to know about setting up and using Cost Centres in Crystal Payroll. If you encounter any issues, don’t hesitate to contact us.