Expense Allocations

Specify the departments or organizations an expense is associated with.

Your expense allocations must total 100%.

Add an Expense Allocation

Add an expense allocation to specify departments or organizations to associate an expense with.

1. Select the expense setup record you want to edit from the Expense Setup List at the top of the page.

2. In Expense Allocations, click Add Expense Allocation.

3. Complete the Add Expense Allocation window:

   • Begin Date / End Date: Enter the begin date and end date or click Calendar to select the date.

   • Allocation Percentage: Enter expense allocation for this department or organization.

     All allocations must total 100%.

   • Organization: Select the internal cost center that is debited for payments or add an organization and select it.

     To view an organization’s information, select the organization and click View.

   • Comments

   Enter the begin date and the end date for the allocation in the Begin Date and End Date fields.

   Select Calendar to open the date picker.

4. Click Add.

5. Repeat the last three steps for each additional expense allocation you want to add.

6. Click Save Changes in the Actions menu on the rightmost side of the page.

Edit an Expense Allocation

1. Select the expense setup record whose expense allocation you want to edit from the Expense Setup List at the top of the page.

   The expense setup data populates on the page.

2. Scroll down to the Expense Allocations table.

3. Click Edit in the Actions column of the record.

   The Edit Expense Allocation window opens.

4. Make your changes.

5. Click Update.

   The Edit Expense Allocation window closes.

6. Click Save Changes.

   This displays in the Actions menu on the right side of the page.

   The page refreshes. Your changes are saved.

Delete an Expense Allocation

1. Select the expense setup record whose expense allocation you want to delete from the Expense Setup List at the top of the page.

   The expense setup data populates on the page.

2. Scroll down to the Expense Allocations table.

3. Click Delete in the Actions column of the record.

   A dialog opens, asking you to confirm your choice.

4. Click Yes.

   The page refreshes, and the expense allocation is deleted. It no longer appears in the Expense Allocations table.

5. Click Save Changes.

   This displays in the Actions menu on the right side of the page.

   The page refreshes. Your changes are saved.