Alcohol Expenses for Entertainment | Scribe

    Alcohol Expenses for Entertainment

    • Kristin Lawrence |
    • 0 step |
    • 3 minutes
      When **693200 – Entertainment/Develop** is the expense type, the\ system requires users to indicate whether or not the receipt includes alcohol.\ Select **Yes/No**. If the receipt does not include alcohol, use the *Entertainment\ Expense Details QRG*. If 693201-Alcohol Expense is chosen for the whole\ receipt, the Yes/No question for alcohol will not display.
      If the entire amount of the receipt is for alcohol, change the expense type to **693201- Alcohol** and continue processing the expense report using the *Entertainment Expense Details QRG*.
      If only part of the receipt is for alcohol, Duke policy requires users to itemize the portion of the receipt that is alcohol to expense type **693201-Alcohol Expense**. Review the *How to Itemize an Expense QRG* for details on how to itemize an expense.
      From **Manage Expenses**, select the **Itemizations** tab.
      From the Itemizations screen, select **Create Itemization**.
      From the Expense Type drop-down, use the **693200- Entertainment/Develop** expense type for the portion of the entertainment expense that does not include alcohol.
      Enter the amount in the **Amount** field. Select **Save Itemization**.
      Notice you can see the remaining amount and the expense just itemized. Select **Create Itemization**.
      Select the **693201 - Alcohol expense** to itemize the remaining amount of the expense that includes the alcohol expenses.
      Enter the amount in the **Amount** field. Select **Save Itemization.**
      On the **Itemizations** screen, review the itemizations and alert messages. Ensure the remaining balance is zero and select **Save Expense**.
      Continue processing the expense reporting using the *QRG for Entertainment Expense Type Details.*
      Please keep the following in mind when working with Alcohol Expenses for Entertainment: - The Entertainment Expense Type - 693200 cannot\ be used with Federal grants and/or contracts and indirect costs.\ This includes meal receipts with an alcoholic beverage. If a\ federal WBSE is used in the report, users will receive a hard\ error and the cost object for any entertainment related expenses must be modified. - When traveling, if a meal includes alcohol as part of\ the receipt, itemize the alcohol to 693201-Alcohol Expense. The\ food portion of the meal should be expensed to 693200-\ Entertainment/Develop.
      Visit [concur.duke.edu/training](http://concur.duke.edu/training) for a library of Quick Reference Guides and other resources.
      This Scribe is in tip-top shape!Leave feedback if there are any issues with this Scribe