In order to be able to report back to the IRS how our funding was used, we need to add each individual attendee for meal or travel expenses.
This article describes how to add attendees to a credit card expense. To learn how to create an attendee group for regular use, click here.
1. Select the checkbox(es) next to the expense you would like to code.
2. Click Edit.
3. Click Attendees.
4. Click Add.
Concur will automatically add you as an attendee to any meal or travel expense. If you did not attend the meal or travel, you may need to remove yourself. You can do so by checking the box next to your name and clicking Remove.
5. Click Attendees.
6. Select the Attendee Type.
7. Search for and select the Attendee Name.
Any employee who has a Concur account will be searchable under Employee. If you can't find an attendee already in the system, click Create New Attendee and follow the prompts.
8. Once you've added all of your employees, click Save.
Pro Tip: If you regularly are buying meals for the same attendees, i.e. your staff, etc, once you've added them once, you can create an attendee group. Click here to learn how to do so.
Your attendees have been added!
