You can require your team to record attendees only for the expense categories you choose, instead of turning attendee capture on for every category.
Steps
- Go to Settings.
- Open the Expense fields tab.
- In the Attendees panel, turn on the toggle.
- This requires team members to list all internal or external attendees when they submit an in-store card expense.
- Choose the categories that require attendees, using the "Attendees field is required when the category is..." selector.
- No category is selected by default. If you leave the list empty, the app shows the warning "Categories must be selected for the attendees field to display" and the field won't appear for anyone, in any category.
What happens next
Your team is only prompted for attendees when they code an in-store card expense to one of your selected categories. This never applies to online card purchases, which are treated differently by design. Other transaction types, like bill payments and payouts, are pre-filled as not needing attendees rather than showing the field, so your team is never prompted there either.
If your accounting software maps Weel categories to GL codes, selecting a category here scopes the requirement to whatever GL code it exports to, covering both categories and GL codes as the title suggests.