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:
- Click on Expense to expand the menu.
- Click on Shared Attendee List.
- Click on Add.
- Enter an ID in the ID field 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.
- Enter the attendee's name in the Name field.
- Enter a title for the attendee (example: CEO) in the Title field.
- Enter a company for the attendee (example: DATABASICS) in the Company field.
- Enter any notes in the Note field.
- Click Save.