Creating an Expense Report with Cost Allocation

If the cost allocation feature is enabled at your site, the expense report creation screen looks similar to this one:

To create an expense report for multiple cost allocation:

1. In Expense, on the Home tab or the Create an Expense Report tab, click New Expense Report.

2. Fill in the Create an Expense Report form. The exact sequence depends on how the feature is configured in your system. For example, if cost allocations for expense items are required depending on the purpose of the trip, making a selection in a Purpose field on the form will cause fields corresponding to the cost objects to be displayed.

3. To add a further cost object to the Create form:

   1. Click the Choose a cost allocation field.

   2. Select the object from the list.

   3. Click the adjacent + button.

   4. To change the value of the cost object field, click the field and select a value from the list.

   5. Repeat this process to add any further cost objects.

4. In each % field, enter the percentage value for that cost object. The total allocation must add up to 100%.

5. When you are ready to create the expense report, click Create.

Continue from Adding Expense Items with Cost Allocation.