Allocation of expenses to projects

Each expense must be allocated to a proposal item for the expense to be submitted.

Even though an expense can be saved with no allocations, submission is not possible with no allocations.

To allocate expense to projects, click "Edit" and select the relevant project and proposal item/ task.

• For managers and employees with permissions to check/ approve/ reject expenses, a project and a proposal item will have to be selected. It is not required to populate the task field. (1)

• For users with no managerial permissions, a project and a task will have to be selected. An easy way to locate the correct task is by checking the assigned task on your schedule and/ or your dashboard.

You have the ability to choose a different type of expense by allocation. For example, an expense receipt might charge for a service (calibrating an equipment) and for some stationary. With multiple allocations, each expense can be correctly linked with relevant proposal item and type. Amount for each allocation can be either set manually or with use of percent.

Depending on your permissions, you will have to select a different field.

Allocations must cover the entire amount of the expense to be able to be submitted.

Once all allocations are in place, click "Submit" to submit the expense. You can add submission comments and then click "Submit" again.

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