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Much like the Addresses can be stored for easy access, frequent Attendees can also be stored. This will allow these attendees to populate the appropriate fields within the expense report's attendee field.

Setting up a Shared Attendee:

  1. Click on Expense to expand the menuExpand Expense by clicking on the plus sign.
  2. Click on  Shared Attendee List.
  3. Click on the Add button.Enter an ID in the ID field
  4. Fill in the following fields:
    1. ID*: Enter in a ID for this Attendee. It could be something simple such as a first initial and a last name (Example: JSMITH). This ID must be unique from any Employee ID set up in the system.
    2. Name*: Enter the attendee's name
    in the Name field
    1. .
    2. TitleEnter a title for the attendee (example: CEO)
    in the Title field
    1. .
    2. Company: Enter a company for the attendee (example: DATABASICS)
    in the Company field
    1. .
    2. NoteEnter any notes
    in the Note
    1. related to the attendee in this field.
  5. Click Save.

* Indicates a required field