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I only want to prompt my staff to add attendees for certain categories/GL codes?

  • Updated

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You can trigger the attendees' field in your staff's expense reports based on a subset of selected categories. To do this:

  1. Click Settings

  2. Click Expense Management

  3. Click the toggle to turn on the Attendee field

  4. Remove any categories that shouldn't trigger the attendees' field to display

Staff members will now be required to add any internal or external attendees present when an in-store transaction is made and coded with a selected category