Adding Attendees to an Expense | Scribe

    Adding Attendees to an Expense

    • Kristin Lawrence |
    • 0 step |
    • 46 seconds
    From the **Expense** detail window, select **Attendees**.
    The Attendees link only appears for expense types that Duke has defined as requiring attendees.
    From the **Attendees** page, you can **Add** attendees to support the expense. You can\ also create groups or favorites that you can use again. Users can also remove attendees added previously. To get started, select **Add**.

    Option 1 - Add Recent Attendees

    Concur “remembers” individuals whom you most recently used. The most recently used attendees are displayed, and you can access **All Attendee History**. If using one of these attendees again, select the attendee’s name from the **Recent Attendees** tab in the **Add Attendees** window by checking the box to the left. Select **Add to List**. When you’ve finished creating the list, close the window.
    In the **Attendees** window, the attendees you’ve added display. If this list is correct,\ select **Save**.
    If this completes your action, go to **Step 16** to continue.

    Option 2 - Searching for Attendees previously added to Concur

    If the attendee doesn’t display in the **Recent Attendees** list, you can search for the attendee. In the **Add Attendees** window, select the **Attendees** tab.
    From the **Attendee Type** drop-down, select the appropriate option. In the\ **Attendee Name** field, type the attendee’s name. Select **Search**.
    If you select the Faculty/Staff/Student Employee attendee type, Concur will search on active Duke employees.
    Once located at the bottom of the **Add Attendees** window, in the **Search Results** section, you will see the name of the attendee you searched. If the name is correct, use the check box to select the name and select **Add**.
    In the **Attendees** window, the attendees you've added display. If correct, select **Save**.

    Option 3 - Create New Attendee

    You can add attendees to Concur if they are unavailable in the search field. In the ***Add Attendees*** window, select the Attendees tab. Select **Create New Attendee**.
    In the **Create New Attendee** window, identify the number of attendees. Based on your selection, the data entry fields change. Enter the required fields ( \* red asterisks). Select **Create Attendee**. Select **Go Back** to continue working.
    If you select **Attendees > 10**, you must provide the attendee count before saving your entry.
    Once you create the attendees, select **Save** to add to the appropriate expense. If this completes your action, go to **Step 16** to continue.

    Option 4 - Create Groups

    If you commonly add the same people to routine meetings, you can create and save as Attendee Group. From **Add Attendees**, either review your recent attendees, search on attendees or create new attendees. Select those individuals you want to **Add to List**. Once you create the list of attendees, from the **Attendees** screen, check the boxes beside the ones to include in the group. Select **Create Group**.
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