How to edit and review Chart of Accounts (COA) information as an Approver


Overview


This Knowledge Base Article is centered around reviewing and editing Chart of Accounts (COA) information as an Approver. For guidance on how to utilize Approver functionality, please see this Knowledge Base Article.

Steps to Take


Reviewing Chart of Accounts (COA) Information

To review COA information as an Approver, first log into Concur using your Single Sign-On (see this Knowledge Base for guidance on this process). From the Concur homescreen, select the Approvals module.

You will see a list of documents awaiting your approval. Select the desired document.

From the approvals screen, select Details and then Report Header. This will display the COA information for the entire report.

Any charge with the Pie Chart symbol indicates that an allocation has been added to a specific Expense. This means that the COA information differs from that in the Report Header. To review that information, select the charge and then the Allocate button in the bottom right.

Editing Chart of Accounts (COA) Information

Please note that changing the Financial Unit or Approver for a document will remove the document from your approval queue. Please double-check before editing those fields.

When searching for COA information, ensure that you are using the proper search parameters. Reference this Knowledge Base Article for more guidance on this process.

There are two ways to edit Chart of Accounts information as an Approver: for an individual charge and for an entire Expense Report.

To edit COA information for an individual charge, select the charge and then the Allocate button in the bottom right. You will be able to edit the information.

Select Save to save your changes.

To edit the COA information for an entire Expense Report. Select Details and then Allocations.

Check the boxes for any charges that are not already allocated and select Allocate Selected Expenses.

Edit information as necessary and select Save to save your changes.

If you still have questions or need additional assistance, please submit a ticket via the UC San Diego Services and Support Portal.