In both UI’s, users can access Allocations from the main expenses page or within the expense itself.

Existing UI

From the Expenses main page:

From within the Expense itself:

Once on the Allocations screen:

To change the allocation for 100% of the expense, simply click in the single allocation line and begin typing the new SpeedType. Select from the filtered results and click Save.

To split the allocation between SpeedTypes, users can click Add New Allocation or use their Favorites. If the expense is being split between two different SpeedTypes and the original SpeedType is no longer needed, select the original SpeedType line and click the Delete Selected Allocations button.

Once the expense(s) is 100% allocated, click Save.

NextGen UI

From the Expenses main page:

From within the Expense itself:

The Default Allocation (SpeedType used at the Report Header), will always remain at the top of the Allocate page. The Percent % will change based on the allocation(s) being added to the expense.

To change or add an allocation users must click the blue Add button.

A new pop-up will appear with two tabs, New Allocation and Favorite Allocations.

To use a stored favorite, click on the Favorite Allocations tab and select the desired favorite.

When creating a New Allocation, to change 100% of the expense, simply click in the single allocation line to expose the drop-down list or delete the existing text and begin typing the new SpeedType.

Select from the filtered results and click Save.