This article details how a company can add a cost centre to a cardholder.

Cost centres may be used by a company to designate a cardholder to a particular group. This can be useful when developing custom reports, as you can report on a specific cohort of cardholders.  It can also be used by an RIW System User to turn on system notification communication preferences to only receive emails regarding the cardholders associated with the cost centre.  For more information, please refer to RIW Knowledge Centre article How does an RIW System User update their email communication preferences for system notifications?

Cost centre format is determined by the company and can include numbers, characters and special characters.

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This instruction applies to the following RIW System User Roles: 

• Advanced Project Admin
• Employer Admin
• Employer Admin - No Payment
• Employer Admin - Read Only (note: can only view the cost centre)

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Step 1: Log in to the RIW System

Go to https://app.riw.net.au and login using your credentials. 

Step 2: Search for My People

On the main dashboard, click on the Search for My People  shortcut.

  

 

Step 3: Search Criteria

Complete search criteria to find the cardholder and click on the Search button.

 

 

Step 4: Highlight cardholder

From the returned results, highlight the cardholder row and click on the Edit button.

 

Step 5: Other Details tab

Click on the Other Details tab on the left hand side of the page.  To include a cost centre, fill the Cost Centre field and click Save.

For more information about the other fields available in this tab, please refer to the RIW Knowledge Centre article How can a company update a cardholders "other" details?

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RIW Knowledge Centre Article Link:

https://support.riw.net.au/support/solutions/articles/51000164930

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