The SAP Concur Travel and Expense system has been live for a year. The Financial Information Systems team would like to share some of the common errors we’ve seen and the questions we’ve been asked.
An ‘index’ is a short code for the Fund, Org and Program portions of the FOAPAL accounting string. Most of Carleton’s financial administrative systems use index to identify the source of funding.
What is a default index? How do I request a change?
The pre-populated default index is automatically applied to all of your reports. There’s a how-to sheet that will walk you through how to check your default index called ‘Important Tasks to Complete in your Profile’.
In SAP Concur, default indexes are departmental. If the pre-populated default index is incorrect or not the source of funding you use most often, email financial.systems@carleton.ca to change it.
Can I change the default index at the report level?
Yes! There are two ways to change the default index at the report level …
- The easiest way to change the index for an ENTIRE report is in the header. If you choose to search by either, you can search by the code (e.g. a research index will have a 6 digit number) or by text (e.g. a PER can be searched by entering first initial, last name – jsmith).
- To change the allocation AFTER you’ve already added expense lines to a report, follow the steps outlined in the ‘Changing the Index’ how-to sheet.
Questions?
Visit https://carleton.ca/facts/travel/ or contact financial.systems@carleton.ca.