From the ConcurGov Home page, select the “Authorizations” tab to see a list of your Authorizations.
Note: For Arrangers working on behalf of another user, refer to 013: Job Aid – Locating a Traveler for instructions on how to work under that user.
Select the Authorization
Locate the document using the document name or TA number. Select the Document’s name to begin opening the document.
Open the Authorization
Select the “Open Document” link in the “Actions for…” pop-up to open the Authorization.
Select Accounting Tab
Select the “Accounting” tab to locate the Lines of Accounting (LOA).
From the “Account Code Applied to…” list, select the allocate icon in the “Actions” column.
Note: Any LOA on a document must have some expenses allocated to it. A LOA with a zero value (this is the default for a LOA when first added) will result in an error on the document during the signing process.
Note: To learn how to add a Line of Accounting to a document, see 014: Job Aid - Creating an Authorization from a Travel Reservation.
Select Expense Level Allocation
From the “Account Code Allocation Summary” page, select the “Expense Level Allocation” tab.
This will allow you to allocate by “Fiscal Year”, “Expense Category / Payment Method,” “Expense,” or “Location.”
Note: The “Expense” method is the recommended means of allocation. Although “Fiscal Year” is available it should not be used for allocation.
The example in Step 7 allocates by expense. If you wish to allocate by percentage or dollar amount, skip to Step 10.
Allocate by Expense
Select either of the “Expense” links in the “Allocate By” column.
Select Organization Accounting Code/Label
From the drop-down list in the “Organization/Label” column, select the LOA for each expense.
Note: The “Split” link allows you to allocate this expense by dollar amount.
Select the “Save and Exit Allocation Changes” button. Skip to Step 14 to complete or follow Steps 10 through 13 to see allocating by percentage or dollar amount.
Select Document Level Allocation
From the “Account Code Allocation Summary” page, select the “Document Level Allocation” tab.
This will allow you to allocate by amount or percentage. The example in Step 11 allocates by percentage.
Allocate by Percentage
Select either of the “0” links in the “Percent” column.
Enter the Percentage
Enter the percentage of the expense that you wish to allocate to each LOA.
Select the “Confirmation” tab to sign the document.
Sign the Authorization
Select the “SIGNED” stamp in the “Status to Apply” field and then select the “Stamp and Submit Document” button.
Justify any pre-audits as needed and then select the “Continue Stamping the Document” button.
Select the “Accept Signature Text” button to indicate that you are legally signing this document.
Close the Authorization
Select the “Close Post Stamping Document Closure Screen” to begin the routing process.