Adding Attendees

Depending on how the expense types are set up, attendees may be required or optional. After filling in the expense details, you will need to access the attendees screen.

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

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

Adding Attendees

Keying in an attendee

• 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.
• Click on Add Attendee to add additional attendees.
• Repeat until all attendees are added.
• Click Apply 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

• Select ADD MULTIPLE ATTENDEES
• 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
• 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

• Select ADD GROUP
• Enter any required or needed information in the Name, Title, Company, Notes and Amount
• Select Count 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 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 when done.