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Allocation - Changing Accounting Information in Your Expense Report

Where Do I Go to Allocate?

  1. While adding an expense line item click the Allocate button.


    In the Expense List on the left, select the checkbox next to one or more line items and then click the Detail button at the top, and select Allocations.
  2. An Allocations window will open.
  3. When you are done dividing expenses across different account numbers and/or adding 2 digit sub-account overrides, click Save and then Done.

You will see a pie chart icon on the Expense List page next to the appropriate transactions indicating that they contain allocated values.

Learn more about assigning a line item to an FAS account number(s) other than your default.

Learn more about changing the last 2 digits of a sub-account number on an expense.