How do I split a purchasing card transaction between account codes in Concur?

To split an expense between multiple expense types (account codes) in Concur, use the Itemization function.

1. Select the expense to open the expense details. 

2. Select the Itemizations tab.

 If required and not completed, ensure you Attach a Receipt and add Attendees before proceeding with itemization.

3. Select Create Itemization. The expense amount, the itemized amount and the remaining amount are listed on the itemizations tab.  

4. Select the Expense Type that applies to the first itemization. 

5. Complete the required fields (marked with a *).

6. After entering the information, select Save and Add Another to continue itemizing.     

7. Repeat steps 4 & 5 until the Remaining amount is $0.00. 

8. Complete itemization: Once you have completed itemizing this expense, a green checkmark will appear next to the $0.00 Remaining amount, confirming completion. Select Save Itemization.

9. Select Save Expense.

In the Expense Report, you’ll see "Itemized" below the total amount of the itemized expense under the Requested column. Select the caret symbol to expand or collapse the itemization details.

Important notes to keep in mind:

• Allocating itemized expenses: If you need to allocate an expense requiring itemization, itemize it first and then allocate it. Allocating before itemizing will result in a warning message indicating that you will lose the allocation if you itemize.

• Allocating itemizations: Select the itemization you wish to allocate from the Itemizations tab and choose Allocate. You can add, edit, remove and save allocations as favorites on the Allocate screen.