How do I itemize a hotel expense with additional items?

What is it?

Concur makes it easy to itemize your hotel/lodging nightly room rate and taxes. If you have other items you added to your hotel bill, such as a meal at the hotel restaurant or room service, you must also itemize it. For details on how to itemize hotel/lodging, refer to the Itemizing Hotel/Lodging in a Travel Expense Report in Concur job aid.

Who’s it for?

Travelers who submit Travel Expense Reports that include hotel stays.

How do I do it?

In this example, the hotel stay is 4 nights, the Room Rate is $250 per night and the Room Tax is $50 per night. In addition to the room rate and tax, you ordered room service for dinner at a cost of $50.

1.  Complete the details for the hotel stay and attach the hotel folio. Some of the details, such as Trip Type and Purpose, are automatically populated based on what you entered when you created the Expense Report.

2.  Click the Itemizations tab and itemize the room rate and tax.

3.  Click the Save Itemization button. The itemizations are listed.

Notice that the $50 for your meal is remaining.

4.  Click the Create Itemization button and select the appropriate Expense Type (individual meal – dinner for this example).

5.  Complete required fields for the itemization.

6.   Click the Save Itemization button and then click the Save Expense button to save the Hotel/Lodging expense to your Report.