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• Once you have created an expense report, click on Add An Expense.
• In the drop down, click on the option Hotel Out-of-Pocket.
• A pop up screen will appear. All fields are required for itemized expenses.
  • Description - Receipt description
  • Payment Type - Name of payment type
  • Date - Date of expense incurred. If the expense is for a date range, the date the expense was charged can be entered.
  • Currency - Currency of expense
  • Total Amount  - Total of the receipt
• If you have a receipt for the itemization you can add in this next step by clicking on Upload Receipt 
• Click on the screen iconImage Added to search for your receipt saved on your PC.
• Once all receipts are attached click on Upload.
• If you would like to add a receipt that is available in your repository, click on Browse from receipt repository to select.
  • These could have been added:
    • Via mobile app
    • Emailing receipts
    • Previously added receipts but not used on a report

• After filling out the fields, click on Start.
• If you want to itemize credit card transactions, select the "Itemize" option in the Credit Card Charges bin for the corresponding transaction.

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• Select the Type of Expense.
• Click Next
• Enter information exactly like Adding New Expense.
• Click Next to continue
• If an Attendee is required, a screen to enter will show up.
• If there is a remaining amount to itemize click on Add Itemized to Expenses to select the next expense type. If there is no remaining amount to itemize click Continue Finish.

Note: The The Continue button will be grayed out if there is a remaining amount left to itemize

• Repeat until all itemized charges are accounted for.
• If you have a receipt for the itemization you can add in this next step by clicking on Upload An Attachment 
• Click on the screen icon to search for your receipt saved on your PC.
• Once all receipts are attached click on Upload.
• If you would like to add a receipt that is available in your repository, click on Browse from receipt repository to select.
  • These could have been added:
    • Via mobile app
    • Emailing receipts
    • Previously added receipts but not used on a report
• Click Finish

Itemize an existing expense

If you have already added and expense and would like to itemize without having to delete the expense type:

• Click on the menu Image RemovedImage Added icon right right of the expense line.
• Click on Itemize
• Click Yes to confirm that you would like to itemize the expense.
• Select the Type of Expense.
• Click Next
• Initially, the total will be allocated to the expense you are itemizing
• To adjust the amount, click the editImage Added icon
• Once the amount has been updated click Next
• To continue adding expenses click Add Itemized to Expenses
• Enter information exactly like Adding New Expense.
• Click Next to continue
• If an Attendee is required, a screen to enter will show up.
• If there is a remaining amount to itemize click on Add Itemized to Expenses to select the next expense type. If  If there is no remaining amount to itemize click Continue Finish.

Note: The Continue button will be

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greyed out until the amount has been fully itemized. Once there is

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no remaining amount

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, the Continue button will transition to Finish, allowing you to proceed.

• Repeat until all itemized charges are accounted for.
• If you have a receipt for the itemization you can add in this next step by clicking on Upload An Attachment 
• Click on the screen icon to search for your receipt saved on your PC.
• Once all receipts are attached click on Upload.
• If you would like to add a receipt that is available in your repository, click on Browse from receipt repository to select.
  • These could have been added:
    • Via mobile app
    • Emailing receipts
    • Previously added receipts but not used on a report
  Click Finish

Here is a video demonstrating How to Itemize Out of Pocket: 

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