Changing ledger at the report header level

[lenydasilva]

Hello everyone,

I have a question regarding ledgers and cost centers in Concur.

I have 1 user that needs to post to 2 different cost centers under 2 different ledgers. 

Is it possible to change the ledger at the report header level for this purpose ?

I tried but even with the employee being able to "Modify" the field in the form setup, the ledger stays gray out when creating a new report.

We tried using the allocation features beforehand but came into the same issue with the ledger being unmodifiable.

I hope you can help me with that.

Thank you and have a nice day,

Leny

[Andras]

Hi @lenydasilva, It is not possible to change the ledger at the report header.

You can set an account code for each Expense Type within a Ledger. To set up multiple account codes for each Expense Type, you need to have multiple Ledgers, or a Ledger with multiple sub-ledgers. Please open a case with Support if you would like sub-ledgers created. They will need to be driven by a list (such as your company org structure list), and each sub-ledger will be linked to a List Item.

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  This icon is a single level ledger: users assigned to this ledger in their profile will only have access to a single set of account codes

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    This icon is a ledger containing sub-ledgers and driven by a hierarchy: users assigned to this ledger in their profile will have access to multiple account codes, based on the value in the hierarchy field (for example Department or Cost Center)

Sub-ledger hierarchy is set under Administration > Expense > Accounting Administration > Accounting Structure, and must be done by Concur Support