Page Comparison

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• If attendees are required, click on the Apply and Go To Attendees button.
• If attendees are optional, click on the Apply button Save button and then click on the Attendees tab.

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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 *. 
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• Repeat until all attendees are added.
• Click Apply Changes when done.

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Using Single Attendee Look-upAdding Single Attendees

• Click  Add
• Click the Name field
• Click Image RemovedImage Added Search Icon
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• 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 icon on attendee row and the individual will be added to list.
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• Repeat until all attendees are added.
• Click Apply Changes when done.
  
  

Using Multiple Attendee Look-up Adding Multiple Attendees

• Click  Add Multiple
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• Click the Name field
• Click Image Added Search Icon
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• 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)

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• Enter search criteria and select Search.  You You may click on on Search with 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 Image Modified 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 Image Modified Attendee icon.
• If multiple check-boxes are selected, click the Image Modified Multiple Attendee Icon at top left of search grid to add all checked attendees to the "Selected" tab.
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• Once all need attendees are added to "Selected" tab click on Apply To Report.Image Removed

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• 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.

Adding an Attendee Group 

• Click Image RemovedImage Added Add GroupEnter any required or needed information in
• Fill in the fields that are required. This could include the Name, Title, Company, Notes, and or Amount.
• Click the Count field In the Group field and enter the number of attendees in the group.
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• 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