Adding an Allocation

Note

When filling out certain forms to add check requests, reimbursements, etc., you will be offered the option to add an allocation. You should do this when…

You should have arrived at a pop-up tab entitled New Allocation. Refer to the action’s specific guide if you are having trouble arriving at this screen.

1. Choose a project

2. Choose an expense type

3. Describe the line item

4. Enter amount

5. Click Done