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Chargeback (Admin Settings)

Chargeback settings define the default allocation view used across chargeback reporting and financial distribution workflows in Yarken.

This configuration helps organizations standardize how shared technology costs are allocated across consumers, business units, departments, or entities.

The Chargeback settings page connects saved Analytics reports with operational chargeback workflows to improve consistency, governance, and financial transparency.

Access Chargeback settings

To open Chargeback settings:

  1. Navigate to Admin

  2. Select Settings

  3. Open Chargeback

The page displays the configured chargeback definition and the underlying saved report used for allocation analysis.

Understand chargeback definitions

A chargeback definition determines how spend data is grouped, analyzed, and distributed across consumers.

Yarken uses saved reports from the Spend model in Analytics to define chargeback structures.

The selected report becomes the default chargeback definition used across supported chargeback workflows.

This approach helps maintain:

  • Allocation consistency

  • Financial governance

  • Reporting standardization

  • Consumer-level accountability

  • TBM-aligned cost transparency

Supported reporting structure

To be used as a chargeback definition, a saved report should include fields related to:

  • Solution offerings

  • Consumers

  • Cost dimensions

  • Spend values

  • Allocation structures

The report should reflect the financial structure used for operational or business reporting.

Configure a chargeback definition

To configure the default chargeback definition:

  1. Open Settings → Chargeback

  2. Select a report from the Saved Reports dropdown

  3. Review the allocation structure and reporting output

  4. Save the configuration

Once selected, the report becomes the default chargeback definition used within the platform.

Manage saved reports

The Saved Reports list retrieves eligible reports from the Spend model in Analytics.

Only reports containing supported chargeback-related dimensions are available for selection.

Administrators can use saved reports to:

  • Standardize allocation structures

  • Maintain reporting alignment

  • Reuse financial reporting logic

  • Simplify operational chargeback processes

  • Improve consistency across business units

Chargeback reporting considerations

Well-structured chargeback definitions improve:

  • Financial accountability

  • Consumer visibility

  • Allocation accuracy

  • Cost transparency

  • Executive reporting

  • Operational governance

When designing chargeback reports:

  • Use consistent naming conventions

  • Align structures with TBM taxonomy

  • Validate allocation logic regularly

  • Review reporting ownership

  • Minimize overlapping allocation structures

Use the following practices when configuring chargeback settings:

  • Maintain a standardized default chargeback definition

  • Align chargeback structures with business reporting models

  • Review saved reports before assigning them as defaults

  • Validate allocation outputs against financial reporting requirements

  • Keep consumer and solution offering mappings consistent

Strong chargeback governance improves financial decision-making and operational alignment across technology and business teams.

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