Adding a quick itemization

You can use the Quick Itemization (aler_quick_itemization) table to configure expense types that can use the quick itemization feature.

  1. Select Manage > Corporate Data.
  2. Select Quick Itemization in the Data Type field.
  3. Specify this information:
    Expense Type
    The expense type to configure for the quick itemization.
    Quick Itemization Type
    The HTML page layout to use for the quick itemization type.
    The status of the quick itemization. The status can be Active or Inactive.
  4. Click the Membership tab, if required, and add the data groups. See, Adding or removing data groups from a corporate date type.
  5. Specify an external key, if required. See, Creating an external key.
  6. Click Add to save the data.