Credit Card transaction allocations

[claypoolb]

HI,

Is it possible to allocate one credit card transaction to different expense accounts when the transactions come into Concur automatically?   For instance a gasoline receipt with food purchases on it.   Can it be broken down to gasoline expense and then the meal expense?   and would the audit rules be applied to the meal expenses in case of overages?

I would test it but I don't have a company card to see how transactions are handled.

Thank you for any help.

thanks,
Bethany

[KevinD · Accepted solution]

@claypoolb glad you figured it out. Would you mind posting here in this thread the solution so others can benefit, please? 🙂

[claypoolb]

We figured it out.    thank you

[KevinD · Accepted solution]

@claypoolb glad you figured it out. Would you mind posting here in this thread the solution so others can benefit, please? 🙂

[claypoolb · Accepted solution]

HI

If the expense line needs to be broken out to 2 or more expense accounts, there is an Itemization button you can select, and it will give you the option to add additional expense accounts.  you can then, fill in the amount of the other(s) expenses.

Any audit rules are applied to the expenses that were added to the line item as well.

if you need more details let me know and I will try to provide them.

thanks,
Bethany