Configuring the Itemization Wizard

Objective

After completing this lesson, you will be able to modify personal expense itemizations in Concur Expense Professional Edition

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​

  • A required expense type​

  • Automatically defaults to a personal expense​

  • Automatically required to be a personal expense​

Image of an expense report itemization screen for “Dinner $50.00,” showing amount $50, itemized $0, remaining $50, a Meals (Alcoholic Beverages & Tips) section with tips/gratuities set to 15.00, a Personal Expense checkbox, and Save Itemizations buttons.

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.

Image of a hotel expense itemization screen for “Hotel $600.00” at Hilton Hotels, showing amount $600, itemized $600, remaining $0, and a New Itemization table with two nights dated 05/05/2025 and 05/06/2025 including room rate $250, room tax $30, and tax $20.00 per night.

Configure the Personal Expense Itemization Wizard

Review the steps below to learn how to configure personal expense itemizations.​

Steps

  1. On the Expense Types page, select the Itemization Wizard tab, and then select the New button.​

    Image of an “Expense Types” admin page with the “Itemization Wizard” tab highlighted, showing New/Modify/Remove buttons and a list of expense types including Entertainment, Meals (Alcoholic Beverages & Tips), Mobile and Telephone Wizard, and MX Fuel.

  2. Enter the appropriate values, and then select Next .​

    Image of a “New Itemization Wizard” screen under Expense Types, showing a required Name field with an error message and Next and Cancel buttons.

  3. In the Expense Types column, select the appropriate expense type and enable the settings as needed. When you’re finished, select Done.

    Image of a New Itemization Wizard page listing “Primary Expense Types,” with “Miscellaneous” selected and checkboxes for Required, Default to Personal, and Must be Personal, plus Previous, Done, and Cancel buttons.

Result

The Itemization Wizard is applied within the General page of the Expense Types.​

Summary

  • Use Itemization Wizards to control which expense types users can select when itemizing an expense.​
  • Set each itemized expense type as primary or secondary, and mark it required if needed.​
  • Configure personal expense behavior by defaulting an itemization to personal, or forcing it as personal.​
  • Create a wizard: Itemization Wizard > New, enter details, select expense types, then select Done.​
  • The wizard settings apply on the Expense Type’s General page and support single-date itemizations.​

Reference

TopicLink
Creating a New Itemization WizardSAP Help Portal

Learning

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