Jennifer3
Occasional Member - Level 1

Expense Allocations

When trying to add additional allocations to an expense report., the system appears to only to search the existing allocations vs. all cost centers.  What am I doing wrong - thanks 

Jennifer Neal
2 REPLIES 2
Meena_K
Routine Member - Level 1

Dear @Jennifer3 ,

 

When adding additional allocations, the search results may be limited by the allocation configuration, user permissions, or the cost centers currently available to your profile.

 

Could you please provide a screenshot of the allocation search window? This will help us determine why all cost centers are not being displayed.

 

In the meantime, you may also try searching by either Code or Text using the search option or simply click the dropdown list to verify whether the required cost center is available for selection.

 

attaching screenshot for your reference.

Allocation.png


If this answers your query, then please mark solution as accepted.

 

Regards,

Meena

KevinD
Community Manager
Community Manager

@Jennifer3 many times the site is configured with what we call connected lists. For example, if a company is broken into Cost Centers>Departments, where the users first sees a Cost Center field then the Department field, the Cost Center they choose will determine which Departments will be available to select. That is something else to keep in mind.


Thank you,
Kevin
SAP Concur Community Manager
Did this response answer your question? Be sure to select “Accept as Solution” so your fellow community members can be helped by it as well.