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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.

This will access open the Attendee tab and allow you to add attendees to the expense.

Adding Attendees

Keying in an attendee

• 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 *.Click on Add Attendee to add additional attendees. 

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

Using Single Attendee Look-up Enhanced in Version 5.5.1

• Select ADD AN ATTENDEE
• Select Name field
• Select 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
• In Search Results list click Select on attendee row and individual will be added to list
• Repeat until all attendees are added
• Click Apply when done

Using Multiple Attendee Look-up Added in Version 5.5.1

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Adding Attendees via Search Option

The attendees that have been previously added to the attendee scree, or are part of your company staff, or are added the the list of shared attendees your system administrator, cane be found via the search list.

To search for an attendee from the list: 

• Click Add
• Click the Name field
• Click Image Added Search Icon
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• In the Search Window pop up screen use any of the search filters such as ID, Name, Title, Company or just press the Search button to retrieve the entire list

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• To select a single attendee click on the selection icon on the right of the record and the record will be copied into an expense
• To select multiple attendees, check the checkbox on the left of any attendee then press APPLY TO REPORT to copy the selected records into a report

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• The selected attendees will be added to the expense line.
• Click Apply Changes when done to save the data

• 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 will not apply, all data will be pulled from the shared attendee source)
• Enter search criteria and select Search
• 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
• 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" choose APPLY TO REPORT
• To confirm select Yes
• To re-distribute all attendee amounts evenly, including existing attendees amounts, select Yes or to update amounts manually select No
• Repeat until all attendees are added
• Click Apply when done

Adding an Attendee Group Added in Version 5.5.1

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Adding an Attendee Group 

In case you would like to indicate a group of attendees without actually listing the individual attendees names:

• Click Add
• Fill in the fields that are required. This could include the Name of the group, Title, Company, Notes, and or AmountSelect Count .
• In the Group field and enter the number of attendees in the group. The icon to indicate this is a group of attendees will appear
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• If the amount is enabled and is to be distributed evenly between all group members and attendees select DISTRIBUTE EVENLYDistribute Evenly, else enter amounts manually.
• Click Apply when done

Importing Attendees

Attendees can also be imported from a previous expense line:

• Click the Import Attendees button to bring up the pop up.
• Select the Expense Report that contains the line with the attendees to import.
  • It will default to the report you are currently working on.
• 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.