Assigning transactions to cost centers

[kchizi]

How can a transaction be assigned to a cost center? For example, an invoice to a branch or expense to a department or staff? Later the financial statements can be filtered using this center

[ekmungai]

You can use the categories mechanism for that, but only accounts are allowed to have categories so you must ensure to post transactions to those accounts.

Cheers

[kchizi]

Thank you, this approach has not worked because the accounts belonging to a category must be of the same type as the category. Trying to figure out how to use the reference field for this case. Would appreciate your guidance.

[ekmungai]

Hey @kchizi,

My apologies for the long absence. What I could suggest is setting up a seperate model, say CostCenter then extending the Transaction model to have a reference to it. That way you can be filtering transactions using a simple join.

Cheers