Configure Automatic Itemization

Expenses Agent can automatically itemize accommodation expenses using corporate card data and accommodation receipts. By default, accommodation expense emails include an itemized breakdown of charges. When itemization is required, Expenses Agent also creates the itemized lines for the accommodation expense in the desktop application.

Here's how you can configure automatic itemization for the applicable expense report templates and expense types.

Configure Child Expense Types

1. In the Setup and Maintenance work area, go to the Manage Expense Report Templates task.
2. Search for and select the applicable expense report template, such as Travel.
3. Edit the expense report template.
4. Configure the child expense types that can be used during automatic itemization, such as:
   • Room Charge
   • Room Service
5. For child expense types that shouldn’t be charged directly, set the expense type as Itemization Only Type.

Enable Required Itemization

For each applicable parent expense type in the Accommodation category:

1. Edit the parent expense type.
2. Open the Itemization tab.
3. Set Itemization to Required.
4. Add the applicable child expense types.
5. Save your changes.

Configure Card Expense Type Mapping

For each supported card expense type:

1. Open the Card Expense Type Mapping tab in the expense report template.
2. Enable Automatic Itemization.
3. Select the appropriate Default Itemization Expense Type.
4. Save your changes.

Automatic itemization supports these card expense types:

• Room
• Room Service
• Restaurant
• Miscellaneous
• Health
• Internet
• Laundry
• Mini Bar
• Movie
• Parking
• Bar
• Telephone
• Transportation
• Conference Room
• Banquet
• Gift
• Gambling
• Liquor
• Health and Beauty