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Itemizing Your Expenses

| Itemization Defined | Requirements | How to Itemize |

Itemization Defined

There may be times when a single expense contains sub-items that need to be classified by more than one Expense Type.

Itemization allows you to break that line item into multiple sub-line items. The sub-line items will need to add up to the whole of the parent line item.

For example, a hotel bill may contain a number of line items with different expense types. Itemization will allow you to give details for each of the pieces within the larger expense.

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Itemization Requirements

You are required to itemize

If you have specific questions about what is and is not reimbursable, use the Reimbursements To Individuals Quick Reference Guide

If this does not help, contact GEMS Policies.

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How to Itemize

  1. After you enter the details for a parent line item expense, click the Itemize link at the bottom of the expense detail panel on the right.


    If you have already added the line item to be itemized, navigate to the Expense List page. Click on the expense, then on the right, click on the Itemize link.
  2. The New Itemization panel appears.

At the top of the page, you will see a summary of the parent expense, the portion you've accounted for, and the portion that still requires explanation.

  1. A form will appear. Complete the required and optional fields for that portion of the expense.
  2. If this portion of the expense is a Non-reimbursable (personal) expense, click on the the Non-reimbursable (personal) expense check box.
  3. When done, click Save.
  4. Follow these steps until the expense is fully itemized (i.e. until the Remaining field is zero).

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