Expense Forms Updated

Monday, September 19, 2016

A new action button is available on the bottom right corner of all expense forms in ERS called "Allocate".

Allocation is used when expenses are to be shared between two or more accounts or between two or more object codes on one account.  There is no need to use allocation when all expenses are being charged to the account/object code selected on the report header. 

To complete the allocation process, you may continue to use DetailsaAllocations to access the allocations screen or you may now use the Allocate button on the expense form to manually allocate separate expenses.



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