Adding Allocations to an Expense Report

You can add allocations to your expense before it goes to an approver, if you know who the cost approver is.  

How to Add Allocations to a Report

1. Open Expense Report

  • On the home page, click Expense in the top menu bar to view your active expense reports.
  • Click on the report you want to edit to open it.

2. Adding Allocations to Expenses

  • On the left of the expense, click on the top box to highlight all of the expenses or click on individual expenses if the allocation will be different.   
  • Click Allocate (Figure 1).
Zoom image: Figure 1 Add allocations field

Figure 1

  • On the Allocate screen you have two choices, allocate by percent or amount.  Default is Percent. 
  • Once you pick how you want to allocate, Click Add.  (Figure 2)
Zoom image: Figure 2 Add allocations field

Figure 2

  • Fill in the following by using the drop-down options (Figure 3):
    • Approver: Search for the cost approver that is under the account
    • Funding Source: Select the from the options from the drop down
    • Entity: Select the from the options from the drop down
    • Account: Select the from the options from the drop down
    • Funding Fiscal Year: Select Current or Prior fiscal year
  • Click Save
  • Click Save as Favorite to add previous allocations to your favorites.
    • Name the favorite
    • Click Save
  • When finished click Save.  
Zoom image: Figure 3 Add allocations field

Figure 3