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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 *. 

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

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Using Single Attendee Look-up

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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 RemovedImage Added 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 Image Removed Add Multiple
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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 Image RemovedSearch. 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 Image Removed 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 Removed Attendee icon.
• If multiple check-boxes are selected, click the Image Removed 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.

Adding an Attendee Group 

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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 Amount.
• Click the Count field 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 Evenly, else enter amounts manually.
• Click Apply Changes when done.

Importing Attendees from Report/Line

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 Image Removed 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.