Itemize Meals Expense Categories

You can itemize meals expense categories. Itemizing meals helps you capture the breakdown of meal expenses, such as tips and taxes.

You must have one of the following roles to enable meals itemization:

• Application Implementation Consultant

• Application Implementation Consultant Financial Administrator

• Expense Manager

To itemize a meal expense type, complete these steps:

1. In the Setup and Maintenance work area, go to the following:

   • Offering: Financials

   • Functional Area: Expenses

   • Task: Manage Expense Report Templates

2. On the Manage Expense Report Templates page, select the applicable template and click the Edit icon.

3. On the Edit Expense Report Template page, Expense Types tab, select the meal expense type that you want to itemize and click the Edit icon.

4. On the Itemization tab, select one of the following values from the Itemization choice list:

   • Enabled: to optionally enable itemization

   • Required: to make itemization mandatory

5. Click the Include check box for the expense types that you want to make available for itemization.

6. Click Save and Close.