Attendee Count

[joelwilson]

Hi,

Is there capability to make the attendee count field editable per line / attendee.

The business needs to capture the total count of attendees by type e.g. guest, employee travelling. It does not need to capture a seperate line for each guest which attends e.g. guest 1, guest 2.. guest 30.

e.g. currently if we add a business guest it will be a one line transaction with an attendee count of 1. Therefore 30 guests requires 30 individual lines to be added by the cardholder.  Is there a way to make the attendee count field editable e.g. in this example have one line with an attendee count of 30. 

Thanks,

Joel

[KevinD · Accepted solution]

@joelwilson Hello there. Unfortunately the platform your company is using (our Standard/Best Practice) does not allow for an attendee count. However, because I don't like to just tell someone no, I'll offer a workaround. Keep in mind, this is a suggestion but you would need to check with your company if they will allow it or not. In the instance where you host a group, you could fill out their names on a spreadsheet and then screenshot it. This way you can attach this file like you would a receipt. It would have all attendees listed so that there would be a record of all of them even though you might be the only one listed in the Attendees section of the expense report. 

So, I would check with your site administrator to see if this would be acceptable or if they have some other alternative to entering all the names. I'm sending you a private message with the name of someone at your company to contact. 

[jmarcus22]

Hi Kevin,

What platform allows to edit the attendee count?  We need to be able to edit this directly in Concur so that the expense per person is properly reflective.

Thanks

[KevinD]

@jmarcus22 our professional platform allows for editing attendee count. Looks like your company is on our Professional Platform. 

Here are the steps:

To modify the count of an attendee type, your site must first be configured in the expense type/policy and attendee type settings. 
If you have the permission Expense Configuration Administrator (Unrestricted) assigned then navigating to: 

1. Administration > Expense > Expense Types 
2. Double-click an Expense Type to modify
3. Navigate to Step 4: Attendees
4. Check the box for Allow users to edit the count for this type 

Next, follow these steps:

1. Administration > Expense > Attendees 
2. Double-click an Attendee Type to modify
3. Check the box for Allow users to edit the count for this type 

[jmarcus22]

Hi Kevin, thanks for the response.  I have the "restricted" role assigned. I've requested the concur help team to help with this request. Seperately, I requested that I get access to "unrestricted" option, its not an option in the available roles under user admin.

Thanks

[KevinD]

@jmarcus22 did you try navigating to the Expense Type screen to see if you can make changes? I thought we made a fairly recent change that allows for editing expense types without the unrestricted role. 

If you cannot make changes, I do know the Unrestricted role cannot be given out unless that person has completed the proper training. I believe that Concur Support can make the changes for you if no one has the correct permission.