Classification centers
Classification centers (/classification-centers) let you allocate expenses and revenues to departments, projects or areas of the company. A single bill can be split across several centers — the split.
Fields
| Field | Description |
|---|---|
| Name | Required |
| Type | Required. Cost, Revenue or Both |
| Company | Required. The center belongs to one company |
| Description | Optional |
| Active | On/off. "Inactive classification centers don't appear in forms" |
A Both center serves both polarities — useful for projects or areas that concentrate costs and revenues alike.
In the listing, "Both" has no badge of its own. A center of that type shows two badges side by side, Cost and Revenue, each in the colour of its polarity. It reads as "serves both", not as a third type.
Active and Inactive
The status column shows Active or Inactive.
Deactivating doesn't remove it from the listing. The center stays there, with the Inactive badge. The promise "will not show up on new transactions" is about the pickers: it drops out of the payable, receivable and transaction forms, but the history that already references it stays intact.
Deletion
The path depends on whether the center is in use, and the screen decides for you:
Not linked — dialog "Delete classification center?": "This will delete this classification center. This action cannot be undone."
In use — there is no deletion. The dialog is "Classification center in use":
"This classification center is in use by transactions and cannot be deleted. Do you want to deactivate it? It stays in the history but will not show up on new transactions."
The button is "Deactivate". In other words: the product converts the deletion into a deactivation — there is no forced-delete path that would leave transactions without a center.
Split
The split is not configured on this screen. It lives in the "Classification-center split" dialog, opened from the Split shortcut on the payable, receivable and transaction forms.
Split mode
The "Split mode" field picks which column you fill in:
| Mode | You fill in | The system computes |
|---|---|---|
| Percentage (%) (default) | Each row's percentage | The amount |
| Amount (R$) | Each row's amount | The percentage |
The inactive mode's column is disabled — both are always visible, but only one is editable.
Closing the books
The footer shows the "Remaining total", as a percentage and as an amount, and stays red until it closes. "Save split" only unlocks when all three conditions hold:
- The total closes (remainder zero, with a one-cent tolerance).
- Every row has a center picked — "All rows need a selected classification center."
- No center is repeated — "Duplicate classification center — each row needs a distinct center."
Editing one row doesn't redistribute the others. Taking a center down from 60% to 50% does not hand the 10% to anyone: the "Remaining total" starts flagging 10%, and it's on you to close the books. The same goes for adding a row (it enters at zero) and for removing one (its slice becomes surplus). The system validates; you redistribute.
What the system rebalances on its own
One thing, and only it: changing the bill's total amount. Percentages are preserved and amounts recalculated — the last row absorbs the cent-level remainder so the sum matches exactly. That's why fixing the amount of an already-split bill doesn't dismantle the split.
In Amount (R$) mode the effect inverts: the amounts are preserved and the percentages are the ones recalculated.
Split across installments
When you create an installment bill, the split is propagated to all the installments in the group, automatically.
When you edit an installment that already exists, it isn't: the system asks. If you change the split on one installment of a group, the propagation dialog shows what changed and lets you choose which sibling installments inherit the change. See Installments and recurrence.
CSV import
The import accepts a single center per line. The column name changes depending on the file:
| Import | Column | Also accepts |
|---|---|---|
| Payables / receivables | cost_center_name | centro_custo, centro_de_custo |
| Transactions | centro_custo | centro_de_custo |
The import doesn't create centers. The name has to match a center that already exists — case-insensitively, and ignoring surrounding whitespace. If nothing matches, the bill is imported without a center, silently: no center is created and no error is raised. Register the centers before importing, and check the spelling.
The file's side decides which centers count: a payables import only sees Cost centers, and a receivables import only Revenue ones. A Both center serves either. If two centers share a name, the one on the exact side beats the Both.
To split across several centers, edit the bill after importing.