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- Click on Add to add a new line.
- Enter the Name, Title, Company and Notes for the first attendee.
- If the keyed entry matches a previous or shared attendee, the application will automatically list any matching records that you may select from.
- Title, Company and Notes may be required or optional, based on the expense type set up. The fields that are required will be marked with an asterisk *.
- Repeat until all attendees are added.
- Click Apply Changes when done.
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- Click
Add - Click the Name field
- Click
Search Icon
- If subscribed to NPI data use the search source NPI Individual Lookup to find a provider, else change the search source to Shared Attendee. (Note: If not subscribed to NPI data please skip the search source step, all data will be pulled from the shared attendee source)
- Enter search criteria and select Search. You may click on Search with no fields filled out to retrieve all records.
- In Search Results list click Select on attendee row and the individual will be added to list.
- Repeat until all attendees are added.
- Click Apply Changes when done.
Using Multiple Attendee Look-up
- Click Add Multiple
- If subscribed to NPI data use the search source NPI Individual Lookup to find a provider, else change the search source to Shared Attendee. (Note: If not subscribed to NPI data please skip the search source step, all data will be pulled from the shared attendee source)
- Enter search criteria and select Search. You may click on Search with no fields filled out to retrieve all records.
- To select multiple attendees from a single search result simply check multiple check-boxes, left of attendee name or select the Single Attendee Icon on the right side of attendee row to add only one the the "Selected" tab. The "Selected" tab will show up once you click on the Attendee icon.
- If multiple check-boxes are selected, click the Multiple Attendee Icon at top left of search grid to add all checked attendees to the "Selected" tab.
- Once all need attendees are added to "Selected" tab click on Apply To Report.
- To confirm click Yes.
- To re-distribute all attendee amounts evenly, including existing attendees amounts, select Yes or to update amounts manually select No. (Note: this will only be the case when amounts per attendee are required)
- Repeat until all attendees are added.
- Click Apply Changes when done.
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- Click
Add Group - Enter any required or needed information in the Name, Title, Company, Notes and Amount.
- Click the Count field and enter the number of attendees in the group.
- If amount is enabled and is to be distributed evenly between all group members and attendees select Distribute Evenly, else enter amounts manually.
- Click Apply Changes when done.Importing Attendees from Report/Line
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Attendees can also be imported from a previous expense line:
- Click the Import Attendee(s) button. This will bring up a second window.
- Select the Expense Report that contains the line with the attendees to import.
- It will default to the report you are currently working on.
- If the attendees are being imported from a different report, you have the option to preview the report. Click on Preview.
- Select the Expense Line from which to import the attendees.
- Click the Import button.
- Modify/Add/Delete from the list as needed.
- Click Apply Changes when done.
Importing Attendees from Excel file
Attendees can also be imported from an excel file:
- Click the Import Attendee(s) button. This will bring up a second window.
- Click on Import from excel file
- Click on Template to download the template to enter in attendee information.
- If you already have a template completed click on the
browse icon to search for the file on your desktop. - Select the saved import file. If you would like to delete the attendees already added for the expense line, check the box next to Delete current attendees.
- Click on the Import button.
- Modify/Add/Delete from the list as needed.
- Click Apply Changes when done.