UPAY - Charge Code Allocations
UPAY - Charge Code Allocations
Each line item on an Expense Report (ER) may have its own C-FOP. To allocate one line item to multiple C-FOPs, use the split allocation function.
- Click the Expense Report icon.
- Complete the Document Header information.
- Click the Continue button.
- Select an Expense Type from the menu.
- Click the Add Expense button.
- Enter information in the fields under Standard Information, except for the C-FOP.
- Click the Add Allocation (plus sign) icon at the far right of the C-FOP field.
- Click the Add Allocation button.
- Enter the Percentage or Amount.
- Select the additional C-FOP from the C-FOP menu.
- Repeat steps 8 through 10 until the total amount is allocated.
- Click the Add Note icon.
- Click the Save button.
- Repeat steps 4 through 13 to add additional Expense Types.
- Attach any receipts if necessary. For more information on how to attach receipts, review the Browse and Attach Receipts job aid.
- Click the Submit button.
- Read the certification information and click View Policy if necessary.
- Click the Continue button.
For more information, refer to the Create an Expense Report job aid.