Review assigned expenses

Review the expenses assigned to accounts and verify the information is correct in the Total Amount Allocated section in the right pane.

Before you begin

Role required: financial_analyst or financial_mgmt_admin

Procedure

  1. Click the information icon (The information icon) on an account to view the allocation summary.
    The following information appears:
    • The total amount allocated.
    • The buckets that are assigned to the account.
    • The rollups to this account.
  2. Click the information icon (The information icon) next to the bucket to view the bucket summary.
    Figure 1. An account summary window
    An account summary window