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.