How to Set Up and Manage Cost Centers for X Series (8x8 Admin Console users)
Not on X Series? To manage your cost centers in Account Manager, the administrative portal of 8x8's legacy service platform, click here.
Objective
Setting up and assigning services to cost centers as an X Series admin.
Applies To
- 8x8 Support Portal (My 8x8)
- Admin Console
- Cost Center
Procedure
Cost Center management now requires the My8x8 assignment within 8x8 Admin Console.
Initial Cost Center Configuration
- Log in to your 8x8 Application Panel.
- Click My 8x8.
- Go to the Billing tab and select Cost Center Management.
- Select the appropriate billing options:
- Cost Center Opted In
- Yes - Enable billing via Cost Center. This option is selected by default.
- No - To opt-out of the Cost Center and receive a single invoice without a Cost Center for your payment. If disabled, the Cost Center setup and Cost Center assignment tabs are disabled.
- Cost Center Type
- Site Based - Cost Center bills are mapped to sites to track the cost.
- Independent - The Cost Center bills are mapped to services manually assigned to the Cost Center independent of sites.
- Cost Center Based Billing
- Yes - Generates multiple bills based on the cost center set. For multiple cost centers, you receive multiple bills
- No - Sets up a single consolidated bill for all your defined cost centers. This option is selected by default.
- Cost Center Opted In
- Click Save.
Site Based Cost Center Setup
- From the Cost Center Type field, select Site Based.
- Click Cost Center Setup.
Template
- Click Download Template.
After clicking Download Template, an email with a copy of the template will also be sent to the signed in user's inbox.
- Update the editable fields as needed.
- Once the template is complete, save the file and click upload or drop the file.
- Click Import data.
- An email will be sent to the user with an updated CSV indicating if the upload was a success or not.
Edit via UI
- Next to a Cost Center, click edit.
- The following fields can be edited:
- Cost Centers Name
- Cost Center Reference
- Billing Contact
- Payment Method
- Click Save.
Independent Cost Center Setup
- From the Cost Center Type field, select Independent.
- Click Cost Center Setup.
- Click Download Template.
After clicking Download Template, an email with a copy of the template will also be sent to the signed in user's inbox.
- Complete the template in hierarchal order by putting an X in front of each row to be billed by the Cost Center.
- Once the template is complete, save the file and click upload or drop the file.
- Click Import data.
- An email will be sent to the user with an updated CSV indicating if the upload was a success or not.
Assigning Services to a Cost Center
- Click Cost Center Assignment.
- Download Email Asset Setup Template.
- Download the Asset Details csv file from your inbox.
- Update the assets and save.
- Once the template is complete, save the file and click upload or drop the file.
- Click Import Asset Template.
- A confirmation email will be sent.