Allocating an Expense Type

[ccl]

Can I allocate an expense type for a single charge? For example, we have an American Express corporate card tied to an employee. All of their charges are automatically imported, and the employee then assigns an expense type to it. This means they can't change the amount of the charge. In this case, an employee stayed at a hotel and also had a meal there. Can I allocate a portion of this expense to lodging, and a portion to business meals? When I try to allocate the expense, it will only let me allocate the customer:job field. I'm an admin and tried to find where I might change this setting, but couldn't find anything. Any help is appreciated.

[JessicaL · Accepted solution]

Would you be able to use the "Itemize" tab? I think this would work for what you need.

Best,

[JessicaL · Accepted solution]

Would you be able to use the "Itemize" tab? I think this would work for what you need.

Best,

[ccl]

Yes, thank you, Jessica! That did exactly what I wanted it to.

[KevinD · Accepted solution]

@ccl @JessicaL is correct. If the meal expense was charged at the hotel and appeared on the employee's hotel bill, then they could itemize the hotel expense to include the meal. As for changing fields on allocation forms, you would need special permissions to be able to do that which entails completing our Advanced Configuration class and passing a written exam. If you want other fields to use while allocating, you will need to submit a ticket to SAP Concur Support.

[ccl]

Thanks, Kevin. I didn't know about the itemize option, so that solved exactly what I was looking for.

[KevinD]

@ccl great to hear. 

[riji8128]

hi

when expense a new mobile device, what type of business do we have to choose?

[KevinD]

@riji8128 I'm not sure what you mean by "what type of business do we have to choose?" Do you mean what do you enter for a Business Purpose or are you asking for which Expense Type to choose?

[riji8128]

I mean I bought a new Mobil device to be paid by company, under what category to be charged? 
ex: cellular phone, local phone, …

[KevinD]

@riji8128 definitely cell phone. 🙂