Overview
You can allocate one expense, multiple expenses, or an entire request or expense report as needed.
Allocations may adjust the approval workflow of the report, depending on the funds used.
Process
Step One: Log into Concur
Log into concur.charlotte.edu.
Step Two: Open Request or Expense Report
Once in Concur, either create a new or open an existing Travel Request or Expense Report.
Step Three: Open Transaction
Select anywhere in a line item to open the transaction.
Step Four: Allocate Expense
Select “Allocate” underneath the expense type.
Step Five: Identify Percent or Amount
Select the Percent or Amount option.
Step Six: Add Expense
Select Add.
Step Seven: Select the Fund
Select the fund to use. If the fund to be used doesn’t appear in the dropdown box, the Organization codes may need to be changed to match the Organization code hierarchy on the desired fund.
Step Eight: Complete All Fields & Save
Once you fill in all the fields, select Save.
Step Nine: Split-fund an Allocation (if needed)
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To split fund an allocation, select Add to add another fund.
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Allocations can be split by percentage or amount by choosing the applicable tab ‘Percentage’ or ‘Amount’ at the top.
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Type in the desired amount or percentage in the field beside the fund.
You can select the check box beside the allocation and click ‘Save As Favorite’ to use in the future without having to retype the information.
Step Ten: Save the Allocation
Once the split-fund allocation is complete, select Save.
The expense will display as Allocated on the expense report page.
If an expense is allocated to multiple cost objects (funds), all cost object approvers must approve the travel request expense report. The travel request or expense reports will route to the appropriate departmental (cost object) approvers automatically.
Additional Support
If you have questions or need further assistance, please refer to the Concur FAQs and Guidance or submit this request form.