Overview

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This article provides guidance on how to complete the CoA Information search in Concur. In both Concur Requests or Expenses, you will be required to enter Chart of Accounts (CoA) information. 

Essential Information

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• Search in Concur COA/POETAF fields have 3 modes, Text, Code and Either.
• Concur COA/POETAF search, defaults to Code mode.
• In Text mode, if 5000051 is entered, while searching for (5000051) Disbursement and Travel-(SD), the CoA information will not display:
  
  • The text description of the value needs to be entered in exactly.

Next Steps

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1. In a Request, to search for this Financial Unit (5000051) Disbursement and Travel-(SD) there are 3 methods, either by TEXT, CODE or EITHER.

2. All of the COA/POETAF fields have these search attributes.

3. To search by CODE, select the drop-down arrow in Financial Unit, select CODE, and enter in your code 5000051 shown below as example).

4. To search by TEXT, select the drop-down arrow in Financial Unit, select TEXT, and enter in the exact text associated with your chart string value (Disbursement and Travel shown below as an example).

a. Search results may be inaccurate if exact text is not entered in correctly.

5. When creating an Expense Report, change the search parameters by selecting the dropdown. 

NOTE: If you are still unable to find the information even when using the proper search parameters, verify the information with your fund manager or Financial Unit Approver.