Purpose
The purpose of this Quick Reference Guide (QRG) is to provide a step-by-step guide of how users can split Expense Allocation in the North Carolina Financial System (NCFS).
Introduction and Overview
This QRG covers the process of splitting Expense Allocation in NCFS.
Splitting of Expense Allocation
To split expense allocation, please follow the steps below. There are 4 steps to complete this process.
Step 1. Navigate to the Expense report and on the Create Expense Report page and enter a Purpose and click the Terms and Conditions checkbox. Click the checkbox next to the required Expense Report, and then click the Split Allocation button.
In this example, we choose Entertainment.
Step 2. The Split Allocation pop-up appears. Enter the Account details for both the accounts, and in the Percentage column, enter values between 1 to 100, that total to a 100 percent.
In this example, we choose 40 and 60. Now, click the Apply button.
Step 3. On the Expense Report page, the split applied is displayed. Click the Submit button.
Step 4. A Confirmation pop-up appears. The Expense Report is submitted for approval and the status shows as Pending Approval.
Wrap-Up
NCFS users can Split Expense Allocation using the steps above.
Additional Resources
- Virtual Instructor Led Training (vILT)