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Tips   Edit a line item

The fields displayed depend on the expense type. For example, an Airfare expense includes a field for the airline name, and a Breakfast expense includes fields for the restaurant name and meal attendees.

Your company can have several levels of accounting. The screen shows each level, with the highest level first. For example, a company might have Cost Center as the highest level of accounting, with each Cost Center having its own set of Accounts.

Depending on your configuration, the summary table in the Navigation Panel either lists each item associated with the request or groups items by expense type. When listed by item, if errors or policy violations are indicated, you can click the icon to edit the item. The item you are currently viewing is highlighted.

Related topics

Assign credit card charges to an expense report

Split accounting for a line item

Itemize expense items

 

Screen details

To display the Edit Line Item screen, click Action and then select Edit Item Details next to an expense item on the Create Expenses screen. The details on this screen vary according to the expense types.

 
  1. Edit the line item details as required:
    • Change any editable filed as appropriate.
    • To link the expense to items on a charge statement, click Assign Charge to choose items from the statement. If the item is already linked, you can click Unassign to disassociate the expense from the item on a charge statement.
    • To itemize the cost of the expense item, click Itemize. In the default configuration, this button only appears when editing a hotel expense. Your configuration might allow you to itemize other expense types.
    • If the item is already itemized, review the itemized items and click Edit or Delete to make changes.
  2. Review accounting information:
    • To divide an expense item among multiple accounts, click Split Accounting.
    • Select a different cost center if appropriate.
    • Once the cost center is correct, you can select a valid account for that cost center.
  3. Click Add Comment to add a comment to the line item.
  4. Click OK to save the information, or Cancel to discard the changes and revert to the original values.

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