• Report Header Allocations
• Allocating Multiple Expenses 
• Allocating Individual Expenses
• Additional Approvers

Step 1: From the Concur dashboard, click on Expense.

Step 2: Click on the Expense Report that needs to be allocated to a different Division, Department, Fund, Class, or Program.

Step 3: If a different Division, Department, Fund, Class, or Program will pay for all of the expenses on the expense report, you can make the designation in the Report Header or select the fund being used for a majority of the expenses.

Go to the Report Details dropdown and select Report Header.

Step 4: At the bottom of the Report Header, you can select the different Division, Department, Fund, Class, or Programs that you prefer.

Step 5: Once you have finished making the changes, select Save to have your expense report updated. 

back to top

Step 1:  In the expense report, click on the checkbox next to the expenses that you want to allocate at the same time.

Step 2: Once you have selected the expenses, click on the Allocate button.

Step 3: Click on the Add button.

Step 4: A new window opens, select the New Allocation tab.

From there you will be able to change Division, Department, Fund, Class, Program, or Project.   

Step 5: Click on the dropdown list and select the appropriate Division, Department, Fund, Class, Program, or Project. 

Step 6: Click on Add to List.

Step 7: You have the option to allocate by a percentage or by an amount.

Click on Amount.

Step 8: From there, you can edit the Amount by clicking in the field text box.

Step 9: Once you have finished making the changes, select the Save button to have your expense report updated.  

Repeat Steps 1-8 to allocate other expenses.

back to top

Step 1: From the Expense Report, select the expense that will be allocated.  

Step 2: Select the Allocate button.  

Step 3: Click on the Add button.

Step 4: A new window will open, click on the New Allocation tab.

From there you will be able to change Division, Department, Fund, Class, Program, or Project.  

Step 5: Click on the dropdown lists and select the appropriate Division, Department, Fund, Class, Program, or Project.  

For example, Accounts Payable was selected for the Department.

Step 6: If an expense is going to be split between two or more Division, Department, Fund, Class, Program, or Project click on the Add button.

Step 7: Click on either Percent or Amount to edit.  

Step 8: From there, you can edit the Amount or Percent by clicking in the field text box.

Step 1: Once you have finished allocating expenses, go to Report Details, select the Report Timeline to add additional approvers.

Step 2: From the Report Timeline window, you can add additional approvers who will be paying for the trip or individual expenses by clicking on the Edit button.

Step 3: A window will pop up to Edit Approval flow. When you have finished adding additional approvers, select Save button.

Step 4: When you are done filling out your expense report, select the Submit Report button.  

back to top