This article provides the information and steps required to itemize a Hotel expense line to breakdown the nightly rate and the taxes.
Watch the How to Itemize Hotel Receipts in Concur video for guidance on how to manually itemize your Hotel expense:
NOTE: Concur uses AI machine learning to automatically itemize Hotel expenses when the hotel folio is uploaded under your Available Expenses (Upload Receipt button) OR you use the Scan Receipt feature (under the Add Expense dropdown).
1. For automatic Hotel itemization, upload your hotel folio by selecting the Upload Receipt button in your Available Expenses section.
2. Once the hotel folio is showing up under your Available Expenses, select it and then click the Move dropdown to move it to a new or existing expense report.
3. You can also use the Scan Receipt (Add Expense dropdown) within the expense report, and the system will automatically itemize your Hotel expense.
Important: Please note that if you're using any of these options, you still need to double check the itemization to ensure that the AI itemized the Hotel expense correctly. If the itemizations are not correct, you will need to manually make the corrections within the system.
If you need any additional assistance, please submit a ticket here or call the IPPS Help Desk at (858) 534-9494.