Reviewing Cost Allocation in an Expense Report

If your administrator enabled cost allocation, as an approver or payer you can review cost allocations in an expense report by following these steps:

1. Click the name of an expense report to open it (if not already open).
2. Choose Cost Allocation from the Review drop-down menu. The Review Cost Allocation dialog appears.
   • If you have only one active cost allocation segment, the dialog shows a cost allocation table for expenses in the report that were allocated to that segment, and shows any unallocated amount. Each row of the table summarizes an expense type — for example, if the expense report includes three meals, all three meal expenses are summarized in one “Meals” row. Denied items are excluded and not displayed. Transactions that contain $0.00 allocation are included.
     
   • If you have multiple active cost allocation segments, a segment panel appears on the left showing an overview of all segments. The overview includes each segment name, and the name of each allocation code within the segment and its allocated total. You can click the segment panel to display the cost allocation table for that segment.
3. To close the dialog, click the Close button.