How to add the attendees field to your expense reports

Add attendees to a transaction to record who was present for a purchase, keeping your expense reports accurate and audit-ready.

Before you start

• The Attendees field must be enabled on your expense reports before it appears on a transaction. If you can't see it, ask your Admin to turn it on and choose which expense categories require it; see How to Require Attendees for Specific Expense Categories for guidance.

Steps

1. Log in to the Weel web app.
2. Go to Transactions in the left-hand navigation.
3. Open the relevant transaction.
4. Click the Attendees field.
5. In the dropdown, click Create new attendee.
   • Attendees you've created before also appear in this dropdown, so you can select them directly instead of re-entering their details.
6. Enter the attendee's First Name.
7. Enter the attendee's Last Name.
8. Choose whether this attendee is A staff member or An external client or partner.
   • If external, enter their Company Name.
9. Click Create.
   • The attendee is added to the Attendees field on the transaction immediately. There's no separate "Save" step for the attendee record itself.
10. Click Update to save the change to the transaction. This button reads Submit if you're completing the expense for the first time, or Resubmit if the transaction previously had changes requested by an approver.
11. Repeat steps 4 to 10 to add additional attendees if needed.

What happens next

The attendee is saved to your business as soon as you click Create, so they're available in the Attendees dropdown for future transactions, and once you save the transaction they'll appear on its expense report. Attendee data is included in your transactions CSV export, listed per attendee as "First Last (internal)" or "First Last (external)".

Related Articles

• How to add a new attendee to a transaction
• How to Require Attendees for Specific Expense Categories
• How to split a transaction into multiple line items