The Itemization feature allows you to quickly itemize hotel room rates, taxes and additional charges, which are the same for each night of your stay. If room rates, taxes or additional charges are different each night and your current total of itemizations do not add up to the total hotel bill amount, you can manually make the adjustments to the itemizations once you have saved the nightly lodging expense.
- From an open expense report, click the Hotel line item.
- Click Itemize or Nightly Lodging Expenses
- Enter Check-in and Check-out dates. Note: The Check-in date should pre-populate based on the transaction date you entered when creating the Hotel expense. The Number of nights will auto-populate based on the Check-in and Check-out dates.
- Enter the Room Rate you were charged a majority of the nights.
- Enter the Room Taxes you were charged a majority of the nights, if any. Note: There are three Room Tax fields where you can enter taxes. If you were charged more than three taxes, you will need to combine two or more of the taxes. You can also add up all the room tax for one night and enter it as one total.
- Use the Additional Charges (each night) section to enter two additional recurring charges. Examples include: Parking, Breakfast, Internet, Room Upgrades.
- Click Save Itemizations.
- Once itemization is complete, select the line item that needs to be modified.
- Adjust the Amount.
- Click Save.
- Repeat steps 8-11 until the remaining amount equals zero.
