How to Edit and Review Chart of Accounts (CoA) information as an Approver


Overview


This KBA demonstrates how to review and edit Chart of Accounts (CoA) information as an Approver

Critical Concepts


For guidance on how to use Approver functionality, please see this Knowledge Base Article

Steps to Take


Reviewing Chart of Accounts (COA) Information

1. To review CoA information as an Approver, log into Concur using your Single Sign-On, see this Knowledge Base for guidance on logging in

2. On the Concur home page, select the Approvals module

3. Approvals display in 2 tabs, Requests and Expense Reports 

4. In this example, select an Expense Report, select Details, then Report Header

5. The CoA information will display for the entire Expense Report

6. Any individual Expense that displays a Pie Chart symbol indicates that an allocation has been added to that Expense

a. This means that the CoA information differs from that in the Report Header for the entire Expense Report

7. To review that information, select the Expense and then the Allocate button in the bottom right

Editing Chart of Accounts (CoA) Information

1. There are two ways to edit CoA information as an Approver for an:

a. Individual Expense

b. Entire Expense Report

2. To edit CoA information for an individual charge, select the charge and then the Allocate button in the bottom right

3. Make the desired changes to allocations, you can:

a. Add a New Allocation: add additional allocation

b. Allocate By: select percentage or amount

4. Click Save to save your changes

5. To edit the CoA information for an entire Expense Report, select the desired Report, select Details and then Allocations

6. Select any expenses that are not already allocated and then select Allocate Selected Expenses

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

If you still have questions or need additional assistance, please submit a ticket