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- To itemize out of pocket expenses, click on Itemize Out of Pocket. The Expense Itemization Receipt Box will appear. All fields are required for itemized expenses
- After filling out the fields, click on Apply Start.
- If you want to itemize credit card transactions, select the "Itemize" option in the Credit Card /Booking Charges bin for the corresponding transaction.
Select which itemized expenses are associated with the charges. The Add Itemized To Expenses menu Expense Type menu will automatically pop up:
- Select the Type of Expense.
- Click Next
- Enter information exactly like Adding New Expense.
- Click Apply Changes to save or Click Apply And Continue to save changes and add another expense. Next to continue
- 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.
Note: The Continue button will be grayed out if there is a remaining amount left to itemize
- Repeat until all itemized charges are accounted for.Click Finish Itemizing (This button will not function until the sum of all itemized expenses are equal to the total transaction charge).
- 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.
- Click Finish