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How To:  Set My Allocation Preferences

Before You Start

It is recommended that you create and save your Allocation preferences for Expense Requests in My Allocations before creating your first transaction.

Create an Allocation Set for PTAEs you use frequently. When entering transactions, you will then be able to select the Allocation Set by name rather than entering PTAEs individually for each expense.

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bullet iconStep 3 – Create Allocation Set


Multiple PTAEs (Split Allocation)


What's Next?


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