Step by Step

Mass Allocate Transactions

Policy and Principle

The CARD system will allow you to assign the same accounting codes to multiple transactions. For example, if you attended a conference and need to change the account for all transactions in the expense report to 5109, you can do so using the mass allocate feature.

The following instructions are for the Fluid view in PeopleSoft.

Mass Allocate Transactions

To mass allocate transactions, click the Mass Allocate button.

Help Center Migration

Check the box next to the transactions you want to mass allocate, edit the accounting codes (blanks will retain the original code), and click Apply.

Help Center: