How to Allocate Indices
Step-by-Step Procedure
How to Allocate Indices
Allocate allows a traveler to charge a single line item to multiple funding sources or indices.
Steps to Complete
1.) Select the Expense
In the list of Expenses, select the item to Allocate. Click on the Allocate icon:
2.) Allocate Amount
Determine if the amount should be allocated by Percentage or dollar Amount. Click Add to continue to add indices. If a set of indices is used on a regular basis, save them in the Save as Favorite button. Click Save and the Save Expense.
