Create New Attendees

Your company may or may not allow you to add new attendees to the system. If so, before creating a new attendee, always search to see if the attendee already exists in the system.

Create a new attendee

If you cannot locate the desired attendee in your favorites or by using search and if your company allows you to add attendees:

  1. With the expense open, click Attendees on the Details tab. The Attendees page appears. The Attendees link appears only for the expense types that your company has defined as requiring attendees.
  2. Click Add. The Add Attendees dialog displays. All of the options for adding attendees to the expected expense are available in the Add Attendees dialog. You can choose from recent attendees, add a new attendee, or choose from attendee groups or favorites.
  3. Click the Attendees tab, and then click the Create New Attendee link. The Create New Attendee dialog appears.
  4. Complete the fields, and then click Create Attendee.The new attendee appears on the Attendees page.
  5. When you are finished creating attendees, click Cancel to return to the Attendees page or click the Go Back link to return to the Add Attendees dialog.

    When you are done assigning attendees to the expected expense, on the Attendees page, click Save to add the attendees to the expense and return to the expense page.

    On the expense page, the number in the Attendees link is updated to match the number of attendees currently associated with the expected expense.

Information About Duplicate Attendees

When you attempt to add a new attendee and click Create Attendee, Concur Expense immediately searches for duplicates. If Concur Expense finds a duplicate attendee, you are prompted to use the duplicate or to add the new attendee if, in fact, they are not the same person.

To use the existing attendee, select the existing attendee, and then click Add Selected Attendee.

To continue adding the new attendee, click the Continue Adding New Attendee link.

More information

Refer to Understanding How Expense Distributes and Redistributes Amounts.