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 Apply.
- If you want to itemize credit card transactions, select the "Itemize" option in the Credit Card/Booking bin for the corresponding transaction.
Select which itemized expenses are associated with the charges. The Add Itemized To Expenses menu will automatically pop up:
- Select the Type of Expense.
- Enter information exactly like Adding New Expense.
- Click Apply Changes to save or Click Apply And Continue to save changes and add another expense.
- 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).