Add guests

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Depending on your company policies, when you enter entertainment or meal expenses on an expense report, you might have to enter expenses for other people. For example, you might take a potential client to dinner.

Therefore, when you enter the meal expense on your expense report, you can also add your guest.

To add a guest to your expense report, follow these steps:

  1. When you enter the category that is configured to add guests, select Actions > Guests in the lower left of the Category page.

    Screenshot of the new expense highlighting Guests in the Action drop-down menu.

  2. Select New to enter a free text Name, Organization/Country, and Title.

  3. You can select Previous guests to view a list of guests that were added to previous expense reports.

  4. Select Coworkers to view a list of coworkers from your organization.

    Screenshot of the Guests page with the New, Previous guests, and Coworkers buttons highlighted.