Example of creating a quick itemization

The example displays how to use the Quick Itemization to configure the hotel or car rental expense types.

You can create a quick itemization:

  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.
    Status
    The status of the quick itemization. The status can be Active or Inactive.
  4. Select the category for each itemized expense type in the Category column. If you are configuring a hotel itemization, this value determines the category of the expense such as the Daily Lodging Charges or the Other Daily Charges. The names of these categories are strings in the ER_WEB resource bundle that you can edit. The keys are eritemization.title.lodgingCharges and eritemization.title.otherCharges respectively. If you are configuring Car Rental, you must use the Other value. The category is Car Rental Charges and the resource key is eritemization.title.carRentalCharges.
  5. Select the Shown column. The expense types to itemize are listed. You can modify this list through the Itemized tab of the Expense Type screen for the quick itemize expense.
  6. Click Add.
    Note: The changes are applicable when you create a new session.