Concur Invoice Standard Edition End User Help

Distribute (Allocate) an Invoice

To allocate an invoice itemization:

  1. Open the desired invoice.

  2. In the Itemization Summary area of the page, select one or more itemizations to be distributed between departments.

  3. Click Distribute > Distribute Selected Items. The Distribute Selected Items page appears.

  4. Click Distribute By and select to distribute the allocation by amount or percentage.

  5. Click Add Distribution. The total is now evenly spread between the number of allocations (you may adjust these manually, but the percent must equal 100 or the amount the overall total, excepting tax and shipping before you can proceed).

  6. Complete all required fields and the optional fields as directed by your company. (The fields that appear on this page are defined by your company.)

  7. Click Save.