Concur allows the allocation of funds by individual expense types on both the Request and Expense Report. This article will review how to allocate funds on a Request.

For more information on how to allocate expense types on an Expense Report, see our "Allocation of Expenses in an Expense Report" article. When completing a Request, the FOAPAL will default to the traveler's department FOAPAL which is listed on the Request Header. When an additional FOAPAL is needed, follow the steps below on allocating expected expenses.

For more help with Concur, view the Concur training resource knowledge base article.

Table of Contents

• Allocation of Expected Expenses in a Request
• Additional Resources

Allocation of Expected Expenses in a Request

1. Add all expected expenses to the Request before allocating.
2. Select the checkbox(es) for the expense type(s) under Expected Expenses you want to allocate, then select Allocate.
   
   
   
   
3. The Allocate window will appear. You can allocate by the percentage of the total amount or by dollar amount. Select Percent or Amount.
   
   
   
   
4. Select Add to add a new FOAPAL.
   
   
   
   
5. Enter the appropriate information regarding the FOAPAL then select Add to List.
   
   
   
   
6. You will see the new FOAPAL at the bottom of the window (scroll down if needed). Enter the Percent or Amount allocation in the "Percent" or "Amount" field.
   
   
   
   
7. The percent or amount for the original FOAPAL will adjust. Select Save.
8. You will see the word "Allocated" under the requested amount for the expense. Select Allocated to see the allocation breakdown by percentage.

• • When you allocate an expense type on the Request, the FOAPAL information for that expense type will carry over to the Expense Report. 

Additional Resources

• Rowan Travel Policy
• Accounts Payable Website
• Concur Resource KB Article
• Creating a New Request for Overnight Travel KB Article

If you have questions or need further assistance, please email asktravel@rowan.edu.