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Budgets, GL codes and cost centers

Create a budget with a forecast and on-pace band, and assign GL codes and cost centers to services so your spend allocates cleanly. Admin-only and plan-gated.

Last updated July 20, 2026

Budgets, GL codes, and cost centers are how you plan spend and allocate it to the right places in your books. Budgets and the GL / Cost Center report live in the Reports section, so availability depends on your plan and requires an admin role. Depending on your plan and role you may not see them; if so, ask your provider.

Creating a budget

Open Budgets in the Reports section and choose Create Budget. A budget captures:

  • Name and budget amount.
  • Fiscal year, so pacing lines up with your financial calendar rather than the plain calendar year.
  • An optional category, to budget a single service category instead of everything.
  • A period: annual, monthly, or quarterly.
  • Notes for context.

Once saved, the budget report compares actual spend to your budget with a straight-line forecast and an on-pace band, so you can see at a glance whether you are tracking on pace or over pace. The comparison is aware of your fiscal year.

Assigning GL codes and cost centers

GL codes and cost centers are assigned at the service level. There is no separate GL or cost-center admin screen; you set them where the service lives. Three ways to do it:

  • On a service’s Billing tab, one service at a time.
  • Through the Billing columns on the Services list, handy for editing several services in a row.
  • Via the GL code and cost center columns in a CSV import, best for setting many at once.

The Unmapped row

The GL / Cost Center report groups spend by GL code and cost center. Any service that has neither set rolls into a single Unmapped row. Totals still reconcile, and the Unmapped figure tells you how much spend is not yet coded, so you know how much cleanup is left. This report needs the cost-centers plan feature; if you do not see it, ask your provider.

Common questions

How do I create a budget?
In the Reports section, open Budgets and choose Create Budget. Give it a name, amount, and fiscal year, and optionally a category, a period, and notes.
Where do I assign GL codes and cost centers?
At the service level: a service's Billing tab, the Billing columns on the Services list, or the GL code and cost center columns in a CSV import. There is no separate admin screen.
What is the Unmapped row in the GL and Cost Center report?
Services with no GL code or cost center set roll into a single Unmapped row, so totals still reconcile while you see how much spend is not yet coded.

Still stuck?

If your Vigilis account is managed by an IT or telecom provider, they can resolve account and plan questions fastest. You can also reach us directly.

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