Managing Allocation Favorites

[tmallardi]

Is it possible to manage existing Allocation Favorites?
It would be very helpful to sort, edit, or rename the items in the favorites list.

[andilillemoen23]

Good Morning,

Here are the options for the allocation favorites:

To create a Favorite Allocation:

1. Log in to SAP Concur
2. Open the expense report
3. Select the expense entry and click Allocate
4. In the prompted window, click Add New Allocation to add as many allocations as necessary
5. Modify the amounts/percentages and the other fields as desired (the allocated amount must sum up to exactly 100.00%)
6. Click Add to Favorites
7. Enter the Allocation Favorite name and click Save
8. Click Save in the allocation window, then OK and Done
   To use a Favorite Allocation:
   1. Log in to SAP Concur
   2. Open the expense report
   3. Select the expense entry and click Allocate
   4. In the prompted window, click Favorites and select the desired Favorite Allocation
   5. Click Yes to apply the Favorite Allocation to the entry
   6. Modify any values, if necessary
   7. Click Save in the allocation window, then OK and Done
      To remove a Favorite Allocation from the user account:
      1. Log in to SAP Concur
      2. Open the expense report
      3. Select any expense entry and click Allocate
      4. In the prompted window, click Favorites
      5. Next to the Favorite Allocation to be removed, click the x sign
      6. Click Yes to confirm
         To update an existing Favorite Allocation:
         1. Log in to SAP Concur
         2. Open the expense report
         3. Select any expense entry and click Allocate
         4. In the prompted window, click Favorites and select the desired Favorite Allocation to be updated
         5. Click Add to Favorites
         6. Enter the same name for the updated Favorite Allocation and click Save
         7. Click Yes to confirm

            Have a good day!

            
            Andi

[tmallardi]

Thank you for the additional guidance.

Is there is an area to submit a feature requests?
It would be very  helpful to sort or rename the favorites.

Thank you

[MelanieT]

@tmallardi To submit a new improvement request or vote on an existing improvement request, please visit the Customer Influence Website.

Remember to tag me if you respond or feel free to mark this post as Solved if you don't have further questions or comments. To tag me on your response, you click the Reply button, first thing to type is @. This should bring up the username of the person you are replying to.

[leedau · Accepted solution]

@tmallardi  To submit a new improvement request or vote on an existing improvement request, please visit the Customer Influence Website.

[Abel90]

@leedau has this been solved yet? It takes me now 2/3 minutes to find the right account in the first place and would save me a lot of time to speed this up as i need to do hundreds of expense lines.

[daphnebarry]

@MelanieT   do delegates have the ability to set up allocations for the person they are a delegate for?