Add an Attendee to an Expense

Attendees are added to an expected expense from the Add Attendees dialog. All of the options for adding attendees to an expected expense are available in this dialog. You can choose from recently used attendees, create a new attendee, or choose from attendee groups or favorites.

Access the Add Attendees Dialog

To access the Add Attendees dialog:

1. With the expense open, click Attendees on the Details tab.

   The Attendees page appears.

2. Click Add.

   Clicking Add opens Add Attendees dialog.

To add a recently used attendee:

1. In the Add Attendees dialog, click the Recent Attendees tab.

   The Recent Attendees tab contains a list of the recently used attendees.

2. Select (check) the check box for the attendee(s) you want to add to the expense.

3. Click Add to List.

4. The selected attendee(s) are added to the Attendees page.

Create a New Attendee

Your company may or may not allow you to create new attendees. If not, you must select from the list of existing attendees.

Attendees are created on the Attendees tab in the Add Attendees dialog by clicking the Create New Attendee link. For more information about creating attendees, refer to the Create New Attendeestopic.

Add Attendees from Favorites Attendees

In Profile, you can define your favorite attendees (Profile > Profile Settings > Favorite Attendees). These are the attendees you use most often, which is not necessarily all of your attendees. You can add your attendee favorites to an expected expense from the Attendee Groups tab in the Add Attendees dialog.

For more information about favorite attendees, refer to the Favorite Attendees - Overview topic.

To add a favorite attendee:

1. In the Add Attendees dialog, click the Attendee Groups tab.

   The Attendee Groups tab contains your favorite attendees you defined in Profile, and a list of attendee groups.

2. Click the Favorites link.

   The Favorites dialog appears.

3. To search for a favorite attendee, start typing the attendee name to filter the favorite attendees list.

4. Select (check) the check box for the attendee(s) you want to add to the expected expense.

5. Click Add to List.

   The selected attendee(s) are added to the Attendees page.

6. When you are finished adding favorite attendees, click Cancel to return to the Attendees page or click the Go Back link to return to the Add Attendees dialog.

Add Attendees from an Attendee Group

Attendee groups are groups of attendees, such employees in a specific department or project, or people from a specific company. You have the option of adding all attendees from an attendee group or individual attendees from an attendee group to an expense.

To add all attendees in an attendee group:

1. In the Add Attendees dialog, click the Attendee Groups tab.
2. Select (check) the check box for the attendee group(s) you want to add to the expected expense.

3. Click Add to List.

   The attendees in the selected attendee group(s) are added to the Attendees page.

To add individual attendees from an attendee group:

1. In the Add Attendees dialog, click the Attendee Groups tab.

2. Click the attendee group name link.

   The attendee group dialog appears.

3. Select (check) the check box for the attendee(s) you want to add to the expense.

4. Click Add to List.

   The selected attendee(s) are added to the Attendees page.

5. When you are finished adding attendees from the attendee group, click Cancel to return to the Attendees page or click the Go Back link to return to the Add Attendees dialog.

Saving the Attendees to the Expense

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

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