Adding Attendees to an Expense Report

Overview

Some expenses, such as business meals and entertainment, require you to add attendees to the expense. You will see an Attendees link for these types of expenses.

To import attendees in Concur using an Excel template, see the guidance on importing attendees to an expense report. 

Process

Log into concur.charlotte.edu.

Add a previously used attendee to a business expense  

Step One: Select the Expense

  1. Select the expense that needs to have attendees added.

Step Two: Select Attendees 

  1. Select Attendees.

Step Three: Select Add       

  1. Select Add. 

Step Four: Select the Recent Attendees tab

  1. Select the Recent Attendees tab.

Step Five: Add Recent Attendees

  1. Select Add beside each Attendee Name that you want to add. The attendees are added to the expense.   

Add a new attendee that you haven’t used before to a business expense

Step One: Select the Expense

  1. Select the expense that needs to have attendees added.

Step Two: Select Attendees

  1. Select Attendees.

Step Three: Select Add      

  1. Select Add.

Step Four: Enter Employment Details (if applicable)

  1. If the attendee is an employee select Attendee Type for Employee and enter the employee’s Last Name, First Name, or email address.

Step Five: Select Search

  1. Select Search.

Step Six: Add Employee from Search Results

  1. If the desired employee is found in the search results, select Add.
  2. If the employee is not found, you can try searching again.

Step Seven: Create New Attendee

  1. If the person is not found or the attendee is not an employee, select Create New Attendee.      

Step Eight: Enter the New Attendee Information

  1. In the Create New Attendee window, enter the new attendee’s information.

Step Nine: Create Attendee

  1. Select Create Attendee. A green check mark is displayed to confirm the attendee was added.

Step Ten: Save Attendee

  1. Select Save to close the Attendee window. The attendees are listed for this expense, and the amount is distributed equally among all attendees. 

Step Eleven: Save Expense

  1. Select Save Expense. The new and recently used attendees are added to the expense. 

A newly created attendee is only visible to your user profile and is not available for anyone else to use.

Additional Support

If you have questions or need further assistance, please refer to the Concur FAQs and Guidance or submit this request form.

 

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