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lanaya
Occasional Member - Level 1

Cannot Allocate Negative Number

When allocating an expense and one line item is a credit, allocation will not save as a negative number. It will let me enter it but then when I switch fields, it changes to a positive number. Any guidance?

3 REPLIES 3
PoojaKumatkar
Frequent Member - Level 1

Hi @lanaya ,

Instead of doing negative allocation, you can create a another expense entry with same expense type and negative transaction amount. With this your credit amount will get adjusted in your expense report total.

 

Example:

Taxi = $150 (actual expense)

Taxi = - $50 (Credit entry)

Expense report total= $100

 

Thanks!
Regards,
Pooja
lanaya
Occasional Member - Level 1

That would work if the expense entry was not tied to a credit card expense feed. This is an expense that was made on a corporate credit card, which feeds automatically into Concur. Shouldn't there be an ability to allocate a credit?

PoojaKumatkar
Frequent Member - Level 1

Hi @lanaya ,

 

I tried in my system too and observed the same behavior. There are no settings related to this. This is by design. 

 

You can refer to the below article:

PoojaKumatkar_1-1728363034808.png

 

 

Thanks!
Regards,
Pooja