Admin Tools & Operations
Operational Cost Setup
Define the cost items and rules that power cost-per-client and margin reporting.
Where to access
Open Operational Cost Setup from Admin Tools.
Related
How it works
- List your recurring operational cost items.
- Set how each cost is allocated.
- Confirm the configuration that feeds the cost reports.
- Revisit periodically as your costs change.
Tips
- Accurate cost setup is what makes the margin and cost-per-client reports trustworthy.