Allocating Expenses within a Travel Request
These instructions cover how to allocate expenses to a different Division, Department, Fund, Class, Program, or Project and how to split funds between multiple parties on a travel request. For information on how to fill out a travel request, refer to Travel Request
- If a different Division, Department, Fund, Class, Program, or Project will be paying for the entire or most of the trip, select the Request Header Allocations.
- If a different Division, Department, Fund, Class, Program, or Project will partially cover the expenses, select the Travel Request Expense Allocations.
Click on any of the links below to skip ahead to that section.
Table of Contents:
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Request Header Allocations
If a different Division, Department, Fund, Class, or Program will be paying for the entire or most of the trip, you make the designation in the Request Header.
Step 1: From the Concur dashboard, click on Requests.

Step 2: Click on the Travel Request that needs to be allocated to a different Division, Department, Fund, Class, or Program.

Step 3: If a different Division, Department, Fund, Class, or Program will pay for the entire trip or majority of the trip, you can make the designation in the Request Header.
At the bottom of the Request Header, you can select the different Division, Department, Fund, Class, or Programs.

Step 4: Click the dropdown list and select the appropriate Division, Department, Fund, Class, or Programs.

Step 5: Once you have finished making the changes, select Save to have your travel request updated.

Travel Request Expense Allocations
If a different division, department or fund will partially cover the expenses, you can allocate those expenses to a different Division, Department, Fund, Class, Program, or Project.
Step 1: From the Travel Request, select the Segments tab.

Step 2: Go to the Expense (i.e. Air Ticket) that needs to be allocated to a different Division, Department, Fund, Class, Program, or Project.
When allocating expenses under Segments, Airfare, Hotel, and Car Rental will be allocated together.
Step 3: Under the expense click on Allocate.

Step 4: The window will refresh and show the Allocations for Request. From there you will be able to change the Division, Department, Fund, Class, Program, or Project.
Step 5: Click on the dropdown list and select the appropriate Division, Department, Fund, Class, Program, or Project.

Step 6: If an expense is going to be split between two or more Divisions, Departments, or Funds, Class, Program, or Project, click on the Add New Allocation button.

Step 7: Click on Allocate By to select percentage or amount.

Step 8: From there, you can edit the Amount, Division, Department, Fund, Class, Programs, or Project by clicking in the field text box.
Step 9: Once you have finished making the changes, select Save to have your travel request updated.

Step 10: Once you have finished allocating expenses under Segments, select the Expenses tab.

Step 11: Go to the expense (i.e. registration fees/ workshops) that needs to be allocated to a different Division, Department, Fund, Class, Program, or Project.

Step 12: In the expense click on the Allocate button.

Step 13: The screen will refresh to the Allocations for Request window. From there you will be able to change the Division, Department, Fund, Class, Program, or Project.
Step 14: Click on the expenses that you want to allocate at the same time.

Step 15: Once you have selected the expenses, select the Allocate Selected Expenses button.
From there you will be able to change the Division, Department, Fund, Class, Program, or Project.
Repeat Steps 3 – 9 on how to allocate and split costs.

Step 16: When you are done allocating your expenses, click on the Approval Flow tab.

Step 17: From the Approval Flow tab, you can add additional approvers who will be paying for the trip or individual expenses.
Refer to Adding Additional Approvers Guide for more information.
Step 18: When you are done filling out your travel request, select Submit Request.

Need more help?
Contact Concur Support at concur@fullerton.edu or at 657-278-3600.