Use Attendee Groups

Attendee groups can be created from Favorite Attendees in Profile (Profile > Profile Settings > Favorite Attendees) or from the Attendees page. You can create an attendee group from the Attendees page to use with expense entries. The attendee group functionality is available on any expense entry that requires attendees.

If you need to edit or delete an attendee group, you can do so from Favorite Attendees in Profile.

For more information about Favorite Attendees, refer to theFavorite Attendees - Overview topic.

Add an attendee group to an expense

To add an existing attendee group to an expense:

1. With the expense open, click Attendees on the Details tab. The Attendees page appears.
2. Click Add > Attendee Groups.
3. Select (check) the check box for the desired group.
4. Click Add To List. All attendees in that group are added to the expense and the amounts are adjusted accordingly.

Add one or more attendees (from your expense) to an existing group

To add attendees (from your expense) to an existing group:

1. With the expense open, click Attendees on the Details tab. The Attendees page appears.
2. Search for and add attendees as usual.
3. Select (check) the check box of the each attendee who you want to add to an existing group.
4. Click Add To Group.
5. Select the desired group.

Other Attendee Group tasks

Refer to Profile to:

• Create an attendee group
• Edit an attendee group name or membership (add/delete)
• Delete a group
• Send an attendee group copy to another user