...
- To itemize out of pocket expenses, click on Itemize Out of Pocket. The Expense Itemization Receipt Box Itemize Out-Of-Pocket 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
- 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.
...
- 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.
...
- 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 AttachmentAttachment
- 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
- These could have been added:
- Click Finish