Itemize an Invoice
Itemize
To itemize an invoice:
Open the desired invoice.
In the Itemization Summary section of the page, click Add Item.
Select the appropriate expense type, such as Office Furniture.
In the Add Item section, complete all required fields (those with red asterisks) and the optional fields as directed by your company. (The fields that appear on this page are defined by your company).
Click Add.
Continue adding items until all items (expense types) are represented.
Click Save.
(Optional) You may now allocate (distribute) each itemization as needed.
Edit an itemization
To edit invoice itemizations:
Open the desired invoice.
Under Itemization Summary, select the check box of the desired itemization.
Click Edit.
Make the desired changes.
Click Save.
