Cannot Allocate Negative Number

[lanaya]

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?

[PoojaKumatkar]

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

[lanaya]

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]

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: