Shared Attendee List

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:

1. Expand Expense by clicking on the plus sign.
2. Click Shared Attendee List.
3. Click on the Add button.
4. Fill in the following fields:
   1. ID*: Enter in a ID 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.
   2. Name*: Enter the attendee's name.
   3. Title: Enter a title for the attendee (example: CEO).
   4. Company: Enter a company for the attendee (example: DATABASICS).
   5. Note: Enter any notes related to the attendee in this field.
5. Click Save.

* Indicates a required field