Adding/Editing Report Allocations

Report Allocations will allow a user to allocate their report total to different departments or general ledger dimensions. This article shows you, a Certify Accountant, how to edit an existing allocation or create new report allocations for a user's expense report. 

Add New

Step 1: On your Certify homepage, click Processing Requests.

Step 2: Select the report status to open the expense report. 

Step 3: Click the edit button next to Allocations. 

Step 4: Select the first Department or general ledger dimension element from the dropdown menu and click Add.

Step 5: Select one or more additional Departments or General Ledger Dimensions for allocation.

Step 6: Enter the allocation percentages or select Divide Evenly to have the percentages divided evenly between all of the allocation selections.

Step 7: Click Save to save your allocations and return to the expense report. The allocation distribution will appear above the expense report grid, as well as in the Totals. 

Edit Existing

Step 1: On your Certify homepage, click Processing Requests.

Step 2: Select the report status to open the expense report. 

Step 3: Click the edit button next to existing Allocations. 

Step 4: Edit existing percentages, or select additional departments/general ledger dimensions from the menu. Click Save. 

Step 5: The new allocation distribution will appear above the expense report grid, as well as in the Totals.