Hi @grazhopa ,
With reference to below article, setting up default status for an attendee is not feasible.
However, you can try below alternate workaround.
1. Create the first expense entry with the default attendee set to yourself and the status as “Travelling.”
2. Select this first expense entry and use the "duplicate" feature to generate additional entries. Each duplicated entry will retain your attendee details and the “Travelling” status, while allowing you to edit other expense details as needed.
If this answers your query, then please mark solution as accepted.
Hi @grazhopa ,
With reference to below article, setting up default status for an attendee is not feasible.
However, you can try below alternate workaround.
1. Create the first expense entry with the default attendee set to yourself and the status as “Travelling.”
2. Select this first expense entry and use the "duplicate" feature to generate additional entries. Each duplicated entry will retain your attendee details and the “Travelling” status, while allowing you to edit other expense details as needed.
If this answers your query, then please mark solution as accepted.
Hi @grazhopa ,
Unfortunately, the duplicate function does not create a duplicate CC transaction; it only creates a cash entry.
Your understanding is partially correct—duplicating a CC transaction does duplicate the attendee, but it does not create a CC entry, nor can it be modified or replaced with a CC transaction from the available expenses section.
However, while exploring solutions, I came across the following alternative workaround for the CC transaction scenario.
You may find it useful, or you may not, but I’m sharing it here for your reference.
Note - These steps are only for the CC expenses scenario. For cash only expenses scenario, you may refer to the previous response for solution.
CC Scenario - Assume you have Airfare, Care Rental, Hotel related CC transactions.
Steps:
1. Create New Report >> Create 1st Airfare expense entry with 0 amount >> Add attendee status = Travelling
2. Select expense >> Duplicate >> update expense type as Car Rental. Attendee will get automatically copied from step #1.
3. Click Add expenses button >> from select from available expenses option >> select Airfare, Car Rental CC expenses >> Add
Here, attendee/attendee status is not yet added/updated to the expense.
4. Select Airfare Cash and CC expense entries and click on "Combine Expense" button as shown below.
Like wise you can combine Care Rental cash and CC expense.
5. After combining expenses, the attendee details are merged into the CC expense entry, while other fields—such as expense type (since the same type is used), vendor details, payment type (CC), and amount—remain unchanged from the original CC transaction.
Note: If different expense types are used during the merge, the city of purchase may not align correctly with the CC transaction. This is based on my observation and can be verified during expense review if needed.
Testing Screenshot:
Note - These steps may seem time-consuming, but if followed in the suggested sequence—using duplicate functionality for both Cash and CC scenarios, along with the combine expense feature—they are quicker than manually updating attendees in each expense.
