Expense Default Allocation

[SteinerNC]

I know we can set a default division for our users, but I was hoping we can set a default allocation for a user?  Instead of the user's expenses defaulting to division 100, can I set it so it allocates every expense line to divisions 100, 200 and 300 equally (or even a certain percentage) without having to go into each line and manually allocating?  Any help would be greatly appreciated. 

[Meena_K · Accepted solution]

Hi @SteinerNC,

Unfortunately, there is currently no option to set a default allocation for a user. However, you may use the Group Allocation feature to allocate multiple expenses at once instead of updating each expense line individually.

You can select or deselect the relevant expense types for which the same division (allocation) should be applied. After selecting the required expenses, click on the Allocate option to update them collectively.

Additionally, you may save the allocation as a Favorite. This allows you to quickly assign the same allocation to future expense reports without manually recreating it each time

Steps to Create an Allocation Favorite:

1. Create an expense report and complete the required allocations.
2. Click Save as Favorite. The Save as Favorite window opens.
3. Enter a name for the allocation favorite and click Save.

Steps to Assign a Favorite Allocation to Another Report:

1. Navigate to the Allocation section within the new report.
2. Click Add, then select the saved Favorite Allocation.
3. Apply it to the selected expense type(s) or to the entire report, as needed.

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

Regards,

Meena

[Meena_K · Accepted solution]

Hi @SteinerNC,

Unfortunately, there is currently no option to set a default allocation for a user. However, you may use the Group Allocation feature to allocate multiple expenses at once instead of updating each expense line individually.

You can select or deselect the relevant expense types for which the same division (allocation) should be applied. After selecting the required expenses, click on the Allocate option to update them collectively.

Additionally, you may save the allocation as a Favorite. This allows you to quickly assign the same allocation to future expense reports without manually recreating it each time

Steps to Create an Allocation Favorite:

1. Create an expense report and complete the required allocations.
2. Click Save as Favorite. The Save as Favorite window opens.
3. Enter a name for the allocation favorite and click Save.

Steps to Assign a Favorite Allocation to Another Report:

1. Navigate to the Allocation section within the new report.
2. Click Add, then select the saved Favorite Allocation.
3. Apply it to the selected expense type(s) or to the entire report, as needed.

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

Regards,

Meena

[KevinD · Accepted solution]

@SteinerNC I was going to suggest the same as @Meena_K allocate an expense once how it is needed and save that as a Favorite to be applied to future expenses. 

[SteinerNC]

Thank you Kevin.  I am aware of the allocation favorites, but I was hoping for more.  I appreciate your help and hope in the future this could be an option.