Is anyone using a spreadsheet uploader to allocate charges to different cost centers? Would love to learn how. We have a huge number of charges on our relocation card that need to be reallocated to the beneficiary's cost center
I have not seen a way to do this in Expense. We use the upload feature in invoice and really like it. In expense, the best you can do is create "Favorites" of regular allocations to use later.
On the Allocations window, after you have selected which line item or items you wish to allocate, you will allocate as usual. You will see a Favorite button on this window. Click the button to name the allocation you just performed to save it as a Favorite.