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We need to be able to maintain Attendee groups as they change so we can easily add them to expense reports. I can only access attendee groups within an expense report and editing is not clear / is very time consuming. Difficult to remove old ones to be able to update, etc. I don't see instructions in HELP function to maintain these lists. Is there an easy way to maintain multiple Attendee groups?
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@LAR Attendee Groups are done on an individual basis and therefore manually maintained. You can access Attendee Groups from your Expense Settings as well as from expense reports. If you click you initials in the upper right when signed in to SAP Concur, select Profile Settings. From the Profile Setting screen, click Favorite Attendees under Expense Settings. You will see an Attendee Groups tab here. Each group has a plus sign. If you click the plus sign, the group is selected. You will be able to remove members and delete the entire group if need be.
This content from the SAP Concur Community was machine translated for your convenience. SAP does not provide any guarantee regarding the correctness or completeness of this machine translated text. View original text custom.banner_survey_translated_text
@LAR Attendee Groups are done on an individual basis and therefore manually maintained. You can access Attendee Groups from your Expense Settings as well as from expense reports. If you click you initials in the upper right when signed in to SAP Concur, select Profile Settings. From the Profile Setting screen, click Favorite Attendees under Expense Settings. You will see an Attendee Groups tab here. Each group has a plus sign. If you click the plus sign, the group is selected. You will be able to remove members and delete the entire group if need be.
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Thank you so much! Found that tab - I never knew that link was there all these years of using this! It worked AND it works while I am signed in as a DELEGATE (most of the groups I use are stored under delegates). This is great and will save A LOT of time - THANK YOU! 🙂 I was searching for a way to edit ATTENDEE GROUPS - not FAVORITES. I would never have thought to look under that tab.
Is there a shortcut to be able to access these FAVOIRTE ATTENDEES to edit while doing a report (correct the groups while in there adding attendees to a report)? While entering a report is when I notice the outdated lists. Or do we just have to back out and edit under settings?