Concept: Parent and Child Expense Items
You can link multiple expense items and organize them into a hierarchy, enabling payees to use
2 or more expense items on an expense line. In this hierarchy, you select the parent
item at expense line level and its child items in:
- AnItemizationsection, to capture detailed cost breakdowns for accounting and reporting.
- A travel journal, to calculate per diem reimbursements for accuracy and compliance.
Example: Itemization
Brian travels on a business trip that includes a hotel stay totaling 300 USD. You create a
parent
Hotel
expense item and these associated child items:- Daily Room Rate
- Daily Room Tax
- Internet Fees
When Brian selects the parent item, he can enter costs for each child item on the
Itemization
section of the expense report.Example: Travel Journals
Nicola travels on a multiday business trip and her per diem allowance is 80 EUR. You create a
parent
Per Diem - European Travel
expense item and associated child item with
attributes for breakfast, lunch, and dinner.When Nicola selects the parent item and populates required attributes, Workday
generates a travel journal. Nicola can enter her meal expenses and Workday
calculates her per diem allowance.