Whats new?

With the most recent 2024R2 release, Workday enhanced the end-user experience by allowing organizations to hide the itemization section for specific expense items when creating expense reports. This reduces accidental itemization on reports while improving the processing time that it takes end-users to enter expense lines.

Prior to this release, each expense item allowed for users to itemize which caused confusion and additional time when completing expense reports.

Configuration Required:

1. Edit expense item(s) that should not show itemization
2. Select "Hide Itemization" checkbox on 'Edit Expense Item' screen
3. Confirm expense item configuration via 'Find Expense Item' report

Things to Consider:

• Do not hide itemization on expense items for Hotel specific charges
• Do not hide itemization on expense items used for Travel Journals

Additional Questions?

If you have additional questions on how to best configure, test, and implement this for your organization, please let us know!