"Left to Itemize" not equal to 0.00 - No Hard Stop

[Former Member]

There used to be a hard stop if "Left to Itemize" did not equal 0.00.

Now it lets the user submit the report with a balance.

Is this new that it doesn't hard stop? Is the assumption that "left to itemize" will hit the original expense?

Britt

[Former Member · Accepted solution]

Hello Britt,

I see from system point of view the itemization can be less or equal. If it is less, the rest is charged to the expense type of the main expense.

Hope this helps!

Thanks.
Cryssal

[Former Member · Accepted solution]

It used to hard stop if not itemized to 0.00 so I like this change!

It is easier for the traveler too when excluding something small or traveling overseas and dealing with exchange rates when trying to itemize.

Thanks!

[Former Member · Accepted solution]

Hello Britt,

In the coming release of C4TE, You can make Itemization Mandatory by choosing the condition, "Partial Itemization not allowed if exceeded..." Employees are required to itemize their expenses in total for the specified Expense Type.

Thanks.
Cryssal

[Former Member · Accepted solution]

Hi Cryssal,

you are right, " Partial itemization not allowed if exceeded (no policy violation)" can help with this but it actually means two things, if selected:

• a traveler doesn't have to itemize at all (no itemization necessary or mandatory) or,
• if a traveler starts itemizing an expense, they must do it completely ("Left to Itemize" has to be 0.00)

As far as I know, the concept of itemization was never based on the "hard stop" principle itself, which means a traveler could just itemize an expense partially. With this new BC option however, this basic principle is overriden and the itemization, if required, has to be done for the whole expense.

Example of the basic itemization principle: a hotel expense of 300 USD can be itemized into laundry 30 USD and internet charges 30 USD. So 60 USD would be the itemized amount of the complete 300 USD hotel expense.This (as well as the Left to Itemize amount) just shows what the complete hotel expense comprises but doesn't force the complete itemization.

You can find more examples and info on the itemization in the Help Center in the solution.

I hope this helps a bit.

Best regards,

Dajana