Concur - Allocating Expenses
This guide has been updated for OneCard and the 2025 version of Concur.
Korinne Dizon
23 steps
2 minutes
1
Navigate to Concur through BUworks and open the report you would like to allocate. If you need help creating a travel report, see [this guide](https://scribehow.com/shared/Concur__Create_a_Travel_Report__Yqmk7UAaQA-WyIankGeqZA).
There are several ways to split allocations both at the report level and the expense level. \ \ To split the allocation at the report level:
2
Check the box to select all expenses.
3
Click *"Allocate"*
4
You can choose to allocate by percent or dollar amount. For this guide, we will allocate by percent.
5
Click "Add"
6
Enter the first account. Remember that discretionary account numbers beginning with "9" must be preceded by two leading zeroes. For example: **00**9090001238
7
Click *"Add"* again to add other accounts.
8
Enter the new account number and click *Save.*
9
Set the allocation percent/amount per account. The remaining allocation should be 0%.
10
Click *"Save"*
You can also individually allocate expenses:
11
Select the expense(s) you would like to allocate to an account other than the one you entered on the report header.
12
Click *"Allocate"*
13
Click *"Add"*
14
Enter the account number and click *Save*
15
Click *Save*
To split the allocation of a single expense:
16
Click on the expense in the report to open it.
17
Click *Allocate*
18
Click *Add*
19
Enter the first account number and click *Save*.
20
Add the other account(s).
21
Click *Save*
22
Set the allocation percent/amount per account. The remaining allocation should be 0%.
23
Click *Save*
Concur - Allocating Expenses
This guide has been updated for OneCard and the 2025 version of Concur.
Korinne Dizon
23 steps
2 minutes
1
Navigate to Concur through BUworks and open the report you would like to allocate. If you need help creating a travel report, see [this guide](https://scribehow.com/shared/Concur__Create_a_Travel_Report__Yqmk7UAaQA-WyIankGeqZA).
There are several ways to split allocations both at the report level and the expense level. \ \ To split the allocation at the report level:
2
Check the box to select all expenses.
3
Click *"Allocate"*
4
You can choose to allocate by percent or dollar amount. For this guide, we will allocate by percent.
5
Click "Add"
6
Enter the first account. Remember that discretionary account numbers beginning with "9" must be preceded by two leading zeroes. For example: **00**9090001238
7
Click *"Add"* again to add other accounts.
8
Enter the new account number and click *Save.*
9
Set the allocation percent/amount per account. The remaining allocation should be 0%.
10
Click *"Save"*
You can also individually allocate expenses:
11
Select the expense(s) you would like to allocate to an account other than the one you entered on the report header.
12
Click *"Allocate"*
13
Click *"Add"*
14
Enter the account number and click *Save*
15
Click *Save*
To split the allocation of a single expense:
16
Click on the expense in the report to open it.
17
Click *Allocate*
18
Click *Add*
19
Enter the first account number and click *Save*.
20
Add the other account(s).
21
Click *Save*
22
Set the allocation percent/amount per account. The remaining allocation should be 0%.
23
Click *Save*
