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dtechstr
Occasional Member - Level 1

Automatically add employee as attendee

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?

2 REPLIES 2
PoojaKumatkar
Routine Member - Level 2

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_0-1728051147326.png

 

 

Thanks!
Regards,
Pooja
PoojaKumatkar
Routine Member - Level 2

@dtechstr ,

 

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

 

Thanks!
Regards,
Pooja