Add attendees to an expense to record who was present, useful for meals and entertainment spend, see How to add the attendees field to your expense reports if it's missing.
Before you start
- Your business admin must turn on the Attendees field for expenses.
- Applies to card transactions only, not bills or reimbursements.
Steps
- Open the Expenses tab.
- Use the Incomplete and Complete tabs to find and open the expense.
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Tap the Attendees field.
- If the expense has no attendees yet, tap Select Attendees on the prompt (choosing No Attendees Present instead skips this). Already-added attendees go straight to the list.
- Tap the + icon in the top right corner to add a new attendee.
- Enter the attendee's First Name.
- Enter the attendee's Last Name.
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Choose A staff member or An external client or partner.
- For an external client or partner, you'll also need to enter a Company Name (required).
- Tap Create Attendee. The new attendee is automatically selected.
- Tap Save to add them to the expense.
What happens next
If you create an attendee matching one that already exists (same name, type, and company), Weel reuses it instead of creating a duplicate. "Staff member" is just a label you choose here; it isn't linked to your team member list, so you type the name manually.
Related Articles
- How do I add a new attendee to a transaction on the transaction table — the equivalent flow in the web app.