Concur: Allocation of Expenses in an Expense Report

The Expense will carry over allocations assigned in the Request. The allocate feature allows the traveler to split expenses to FOAPAL'S other than the default one used in the Report Header. The allocate feature can also be used to allocate additional items not included on the Request or Expenses for Day Travel. This should be performed after all expenses have been added.

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

Table of Contents

• Allocation of Expenses in an Expense Report
• Additional Resources

Allocation of Expenses in an Expense Report

1. Add all expenses to the Expense Report before allocating.
2. Select the checkbox(es) for the expense type(s) 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 Save.
   
   
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.
   
   
   
   

Additional Resources

• Rowan Travel Policy
• Accounts Payable Website
• Concur Resource KB Article
• Day Travel Video
• Profile Setup KB Article
• Create Campus to Campus Mileage within a day travel expense report KB Article
• Correct and Resubmit an Expense Report KB Article
• Delegate KB Article

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