Allocating Expenses

Objective

After completing this lesson, you will be able to allocate expenses

Allocating Expenses

As you create an expense report, you can allocate expenses to different projects or departments. Follow the next steps to see how to do this.

  1. Select Play to start the preceding video. TIP: You can turn on closed captions and change the audio speed here in the embedded player control bar.
  2. Open the step-by-step guide: Allocating Expenses Tip Sheet. (It pops up in a new window tab.)
  3. Sign into https://www.ConcurSolutions.com and follow the Tip Sheet steps to set up the Concur Expense feature. You can toggle between the Tip Sheet and Concur Expense or view them side-by-side while you perform the tasks.

(Having trouble signing in? Review Unit 1, Lesson 2 of this learning journey or this SAP Concur Community article: Why can't I sign into the SAP Concur tool?.)

Note

Your organization may not have purchased or enabled all the products and features discussed in this lesson.

Allocating Expenses (Interactive Practice Simulation)

The following exercise is an interactive practice simulation that walks through allocating expenses in an expense report. It is an alternate way to cover the same information as the demonstration video. Select the Start Exercise button below to open the simulation in a new tab. Then, select the forward arrow on each of the Informational Notes (i) and follow the instructions to enter sample information into the key fields. If at any point it's unclear what to select or complete, you can return or advance in the simulation by using the backward and forward arrows at the top left of the screen.

ExerciseStart Exercise

SAP Concur Mobile App

This task can be performed on the web version (the instructions in this lesson) or on the SAP Concur mobile app for Android and iPhone. See the following links to reference the SAP Concur mobile app user resources.

TitleAndroidiPhone
SAP Concur Mobile App User ResourcesSAP Concur Mobile App User Resources - AndroidSAP Concur Mobile App User Resources - iPhone

Feel free to bookmark these pages for future reference. They open in a new tab.

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