Automatically add employee as attendee

[dtechstr]

We use concur for work claims and expenses

When claiming things like food, drinks, meals our system does not automatically add the employee as an attendee - so its a slow process going receipt by receipt adding in myself as the attendee

Is there settings with admin of our company that allow certain expense types to "default select the employee" as the attendee?

[PoojaKumatkar]

Hi @dtechstr ,

You can do following settings to add employee as default attendee.

Expense Admin >> Click on Expense Types >> Search for expense type and open >> Go under Attendee's section (last column "Include user as an attendee by default") select check box >> Next >> Done

[PoojaKumatkar]

@dtechstr ,

Can you please mark solution as accepted if your query is resolved. 

[sharonc]

Hi

i am still in the process of setting things up and this looks like a very helpful tool. However, my menu does not seem to be the same as the screenshot you posted. Have the menus changed since last October or would I just have a different version? I am in Australia. Thanks

[PoojaKumatkar]

Hi @sharonc ,

May I know which Concur edition does your company uses? Standard or Professional Edition?

Settings given in my response are from professional edition.

[sharonc]

Thanks for the response @PoojaKumatkar . We have the standard edition.

[KevinD]

@sharonc you are on our Standard platform, so I believe this is turned on automatically. 🙂 I actually went into your site and did a quick test with your profile. I added a meal expense and you were already listed as an attendee. 

[sharonc]

Thanks so much Kevin and apologies for responding. You are right, it does already list the claimant as an attendee. Unfortunately though, it seems to require additional attendees and sometimes the claimant is the sole diner. Is it possible to allow only a single attendee? And also are we able to add attendee types? Travelling and non travelling is fine for employees, but we often have clients or suppliers. I would like to have additional attendee types to choose to accommodate those...

[PoojaKumatkar]

Hi @sharonc ,

Is it possible to allow only a single attendee? - Yes, for that you need to write audit rule as below. 

Testing Result:

Are we able to add attendee types? - Yes, it is possible to add/create new attendee types. However, this config option is available in Standard Edition or not I'm not sure. @KevinD - Can you please confirm.

If this answers your query, then please mark solution as accepted.

[sharonc]

Thankyou Pooja

Sorry for my ignorance, but where do I find 'audit rules'?

[PoojaKumatkar]

Hi @sharonc ,

In one of the community post Kevin has mentioned that In Standard Edition, 'audit rules' configuration item will not be by default enabled. If needed, you need to speak to your assigned Customer Success Manager to get Audit Rules turned on. 

The screenshot which i have given in previous response is from professional edition.

[sharonc]

Thankyou so much. I have contacted our manager to enable audit rules. Appreciate your help