Configuring Itemization Wizards

Objective

After completing this lesson, you will be able to modify personal expense itemizations.

Itemization Wizard Overview

Itemization wizards define the expense types that users see when itemizing an expense. You can specify whether a selected expense type:

Is a primary or secondary expense type
Is a required expense type
Automatically defaults to a personal expense
Automatically required to be a personal expense

The image displays an expense entry titled Dinner $50.00 dated May 07, 2025. The Itemizations tab is active. The summary shows Amount $50.00, Itemized $0.00, and Remaining $50.00. The Meals (Alcoholic Beverages and Tips) section includes a Tips and Gratuities field set to 15.00 and a checked Personal Expense (do not reimburse) option. Actions include Save Itemizations, Save and Add Another, and Cancel. A Show Receipt link appears on the right.

This itemization option doesn't replace the existing lodging itemization wizard. The lodging wizard specifically addresses the recurring daily expenses of a hotel stay. The new itemization wizard option allows you to itemize single occurrences of an expense type on the same date as the parent expense.

The image displays a Hotel $600.00 expense itemization screen dated 05/07/2025 for Hilton Hotels. The Itemizations tab is active. The summary shows Amount $600.00, Itemized $600.00, and Remaining $0.00. A New Itemization form lists Expense Type set to Hotel and Recurrence set to Same daily amount, with Nights set to 2. Two rows show dates 05/05/2025 and 05/06/2025 with Room Rate 250.00, Room Tax 30.00, Tax 2 20.00, and Tax 3 blank. Actions include Save Itemization, Cancel, and a Show Receipt link.

Configure the Personal Expense Itemization Wizard

To create a new itemization wizard:

Steps

Navigate to Administration > Expense > Expense Types.
Select the Itemization Wizard tab, and then select New.
Enter the appropriate values, and then select Next.
Click in the Expense Type column, and then select the appropriate expense type.
Select the appropriate settings for each expense type, and then select Done. The itemization wizard is applied within the General page of the Expense Types.

Summary

Define expense types for itemization using the Itemization Wizard.
Specify primary/secondary, required, and personal expense settings.
This wizard doesn't replace the lodging itemization wizard.
Allows itemizing single expenses on the same date as the main expense.
Apply the wizard within the General page of Expense Types.

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