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 Save button and then click on the Attendees tab.

This will 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 *. 

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

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  Search Icon
  
  
• 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

• 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

• 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 the search source step will not apply, all data will be pulled from the shared attendee source)

Adding an Attendee Group 

• Click  Add
• Fill in the fields that are required. This could include the Name, Title, Company, Notes, and or Amount.
• In the Group field 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 Changes when done.