Adding Attendees (Business Meals, etc.)
When you select the Expense Type = “Business Meals (Attendees)” or “Entertainment Clients” you are required to add some information:
- Business Purpose: Provide a succinct description of the business purpose for the meal or activity, what was discussed, etc.
- Attendees: Provide a list of attendees, this list will always contain the submitter by default, but must contain at least one other attendee to qualify.
To add a MakeWay Employee (Concur User):
Click “Advanced Search” and a pop-up window will open to allow you to add an employee:
Select “Employee” as the Attendee type, enter First and/or last name, click “Search”.
Select the correct employee from the “Search Results” and click “Add to Expense”.
To add an EXTERNAL Attendee:
Scroll down in the right-side panel, below the Expense Details to the Attendees section:
Click “New Attendee” and a pop-up window will open to allow you to add a new guest / client:
Select an “Attendee Type”, and fill out the Name and Company of the attendee.
If this is the only attendee, click “Save”, or click “Save and add another” to add additional guests / clients.
Note: When you save your attendees, the amount of the receipt is automatically allocated evenly amongst all attendees this is not important, as we do not track / report on this figure.
Save your expense, attach a receipt, and submit your Expense Claim as usual.