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How to Set Up and Manage Cost Centers for X Series (8x8 Admin Console users)
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How to Set Up and Manage Cost Centers for X Series (8x8 Admin Console users)

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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

  1. Log in to your 8x8 Application Panel.
  2. Click My 8x8.
  3. Go to the Billing tab and select Cost Center Management.Screen Shot 2020-07-02 at 5.17.43 PM.png
  4. 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.
  5. Click Save.

Site Based Cost Center Setup

  1. From the Cost Center Type field, select Site Based.
  2. Click Cost Center Setup.

Template

  1. 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.
  2. Update the editable fields as needed.
  3. Once the template is complete, save the file and click upload or drop the file.
    Screen Shot 2021-01-05 at 1.33.34 PM.png
  4. Click Import data.
  5. An email will be sent to the user with an updated CSV indicating if the upload was a success or not.

Edit via UI

  1. Next to a Cost Center, click edit.
  2. The following fields can be edited: 
    •  Cost Centers Name
    • Cost Center Reference
    • Billing Contact
    • Payment Method
  3. Click Save.

Independent Cost Center Setup

  1. From the Cost Center Type field, select Independent.
  2. Click Cost Center Setup.
  3. 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.
  4. Complete the template in hierarchal order by putting an X in front of each row to be billed by the Cost Center.
    Screen Shot 2021-01-05 at 1.32.26 PM.png
  5. Once the template is complete, save the file and click upload or drop the file.
    Screen Shot 2021-01-05 at 1.33.34 PM.png
  6. Click Import data.
  7. 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

  1. Click Cost Center Assignment.
  2. Download Email Asset Setup Template.
    Screen Shot 2021-01-05 at 1.56.41 PM.png
  3. Download the Asset Details csv file from your inbox.
  4. Update the assets and save.
  5. Once the template is complete, save the file and click upload or drop the file.
  6. Click Import Asset Template.
  7. A confirmation email will be sent.
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