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How to add the attendees field to your expense reports

  • Updated

The Attendees field in Weel lets you record who was present for a purchase, keeping your expense reports accurate and audit-ready. If your organisation requires attendee tracking, you can add names directly from the Transactions table on the web app.

Before You Start

The Attendees field must be enabled on your expense reports before it will appear on a transaction. If you cannot see the Attendees field, ask your Admin to add it. See How to add the Attendees field to your expense reports 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 on the Attendees field.
  5. In the dropdown, click Create new attendee.
  6. Enter the attendee's First Name.
  7. Enter the attendee's Last Name.
  8. Enter the attendee's Company (if applicable).
  9. Click Save to add the attendee to the transaction.
  10. Repeat steps 4 to 9 to add additional attendees if needed.

Note: Attendees you have created previously will appear in the dropdown list, so you can select them directly without re-entering their details.

 

What Happens Next

The attendee will be saved against the transaction and will appear in your expense report. Previously created attendees are stored in the dropdown for easy reuse on future transactions. Attendee data will be included in CSV exports and will sync to your integrated accounting software where applicable.

 

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