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Allocation - Changing Accounting Information in Your Expense Report

| Allocation Defined | Allocation Guidelines |

Allocation Defined

Allocation allows you to change the accounting information on one or many expenses. To allocate you can select the appropriate line item(s) and divide them between different account numbers and/or assign a sub-account override. A user can allocate expenses in an expense report. Otherwise an approver or a processor can change the accounting information as necessary.

(Note: A sub-account override occurs when you enter a 2 digit number that overrides the last 2 digits of a 4 digit sub-account number).

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Allocation Guidelines

For Approvers Only: There may be times that an expense report has allocated funds from a department/account other than your own. In this scenario, you will need to select and assign an additional approver from that department/account who is authorized to approve expenditure in that department.

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