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StefaniFischels
New Member - Level 2

Multiple Lines Categorized/Allocated

Hello,

I am new to concur expense reports. Does anyone know how to label 60+ transactions on one report at one time instead of clicking and categorizing single lines? We have property taxes that need to be submitted and there are over 400 line items that need to be labeled and allocated and I dont have time for that.

 

thank you!

SF

1 Solution

Accepted Solutions
Solution
KevinD
SAP Concur Employee
SAP Concur Employee

Re: Multiple Lines Categorized/Allocated

@StefaniFischels yes, same steps as I described for Allocations, but instead of choosing option 2 Allocate selected expenses, select option 3 Edit selected expenses. This will show you all the common or shared fields you can update, one of which should be Expense Type. Boom! :-)


Thanks,
Kevin Dorsey
SAP Concur Sr. Training Consultant

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7 Replies
KevinD
SAP Concur Employee
SAP Concur Employee

Re: Multiple Lines Categorized/Allocated

@StefaniFischels So, if all 60+ entries on the expense report are going to be allocated in the same way, you can easily do that.  If the lines are going to have different allocations, then you can still select the entries that will have the same allocations and do those in bulk. 

 

With your expense report open, you'll see a little checkbox to the left of each entry. If you mouse up a little bit, you'll see another checkbox on the report that is not in the list of expenses. This checkbox allows you to select all the report line items. With them all selected, go to the right and you'll see three options. The second option says Allocate the selected expenses. This will take you to the allocation screen and will apply the allocations to all line items on the report. 

 

By selecting multiple lines on the report, you can do a bulk allocation to all those lines. I could select 30 line items on the report and allocate those, then go back and select another 30 and allocate them differently, if need be. I've provided a couple of screenshots for you. 

 

Allocating.pngAllocation_Favs.png


Thanks,
Kevin Dorsey
SAP Concur Sr. Training Consultant

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StefaniFischels
New Member - Level 2

Re: Multiple Lines Categorized/Allocated

@KevinD hello! thank you for your quick reply. 

what do i do if i need to change the expense type from "undefined" to "property taxes" on every single line? is that possible?

 

Concur ER.png

StefaniFischels
New Member - Level 2

Re: Multiple Lines Categorized/Allocated

@KevinD  I got it! it looks like i had too many expenses selected (over 200), so once i made it only 200 it allowed me to do this. 

 

thank you so much

SF

Solution
KevinD
SAP Concur Employee
SAP Concur Employee

Re: Multiple Lines Categorized/Allocated

@StefaniFischels yes, same steps as I described for Allocations, but instead of choosing option 2 Allocate selected expenses, select option 3 Edit selected expenses. This will show you all the common or shared fields you can update, one of which should be Expense Type. Boom! :-)


Thanks,
Kevin Dorsey
SAP Concur Sr. Training Consultant

Did this response answer your question? Be sure to select “Accept as Solution” so your fellow community members can be helped by it as well.

View solution in original post

StefaniFischels
New Member - Level 2

Re: Multiple Lines Categorized/Allocated

@KevinD LIFE. SAVER.   Smiley Very Happy 

 

...seriously, thank you.

KevinD
SAP Concur Employee
SAP Concur Employee

Re: Multiple Lines Categorized/Allocated

@StefaniFischels Maybe I should add that to my signature. 

 

Happy to help. 


Thanks,
Kevin Dorsey
SAP Concur Sr. Training Consultant

Did this response answer your question? Be sure to select “Accept as Solution” so your fellow community members can be helped by it as well.
jel585
Occasional Member - Level 1

Re: Multiple Lines Categorized/Allocated

Hey Kevin,

 

I noticed that editing the selected expenses is no longer available on the most recent version of concur. Is there a work-around or an update to have this feature return? EXPENSE REPORT.png