Costex / Monthly exports
Guide / Monthly exports

Close the month.
Keep the assignments.

Create one Excel workbook per tenant, with cost-centre, project and charge detail.

  1. Assign cost centres once.

    In Settings, map each project to its cost centre. Use effective dates when ownership changes.

  2. Select the month and tenants.

    Open Exports and choose the billing month. Effective cost is the default; use the same cost basis for the invoice comparison.

  3. Review the totals.

    Check unmatched projects and reconcile the month with the invoice. Add approved reporting adjustments to the pivot without changing the general cost overview.

  4. Create the workbooks.

    Generate the tenant pivots and download the Excel files. The Agent can prepare the same export batch from a request.