Some expenses may require itemization. You can itemize either expenses incurred out of pocket or via credit card:
- 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 Start.
- If you want to itemize credit card transactions, select the "Itemize" option in the Credit Card Charges bin for the corresponding transaction.
Select which itemized expenses are associated with the charges. The Expense Type menu will automatically pop up:
- Select the Type of Expense.
- Click Next
- Enter information exactly like Adding New Expense.
- Click 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.
- 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