Some expenses may require itemization. You can itemize either expenses incurred out of pocket or via credit card. The most common expense that needs to be itemized is a hotel receipt.

Hotel Itemization

Once you have created an expense report, click on Add An Expense.
In the drop down, click on the option Hotel Out-of-Pocket.
A pop up 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
If you have a receipt for the itemization you can add in this next step by clicking on Upload Receipt
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 Browse from receipt repository to select.
- These could have been added:
  - Via mobile app
  - Emailing receipts
  - Previously added receipts but not used on a report

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 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 Finish.

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

Itemize an existing expense

If you have already added and expense and would like to itemize without having to delete the expense type:

Click on the menu icon right of the expense line.
Click on Itemize
Click Yes to confirm that you would like to itemize the expense.
Initially, the total will be allocated to the expense you are itemizing
To adjust the amount, click the edit icon
Once the amount has been updated click Next
To continue adding expenses click Add Itemized to Expenses
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 no remaining amount to itemize click Finish.

Note: The Continue button will be greyed out until the amount has been fully itemized. Once there is no remaining amount, the Continue button will transition to Finish, allowing you to proceed.

Repeat until all itemized charges are accounted for.

Here is a video demonstrating How to Itemize Out of Pocket:

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