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  • 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 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: 

Widget Connector
urlhttps://www.youtube.com/watch?v=d_V7ZTOs87k&list=UUhIyu4jRDlE9H5hfqTAYr4A