Concur Invoice Standard Edition End User Help

Import Distributions

You can import your distributions (allocations) by using the Import feature. This feature supports clients who need to distribute a single purchase request across many cost objects. For example, the corporate office may decide one purchase request should be shared by all the 400 company retail locations. Imported distributions can be:

  • Specified to import as either percentage or amount, with restrictions based on the sign (negative or positive)

  • Applied across multiple line items at once

To import distributions (allocations):

  1. Open the desired purchase request.
  2. On the Request page, in the Items section, select the item for which you want to import distributions.
  3. Click Distribute, and then Import Distributions.
  4. In the Import Distributions window that appears, click Browse to select the file that you want to import. You may download a sample Excel file (.xls) template based off distribution (allocation) configuration fields by clicking Download Template.
  5. Select the file to import, and then click Open.
  6. Click Import. Invoice imports the distributions and display them in Invoice.
  7. Click Save.