ii Expense: Attendees Setup Guide
Last Revised: June 28, 2023
© 2004 - 2024 SAP Concur All rights reserved.
Section 4: What the User Sees - in Profile ................................................................. 28
Attendees Tab ......................................................................................................... 28
Creating a New Attendee ...................................................................................... 30
Editing Attendee Information ................................................................................ 30
Deleting / Hiding Attendees .................................................................................. 31
Finding Attendees ............................................................................................... 31
Attendee Groups Tab ................................................................................................ 31
Create a Group of Favorite Attendees .................................................................... 31
Edit a Group ....................................................................................................... 33
Delete a Group ................................................................................................... 34
Send a Copy of a Group to Another User ................................................................ 34
Attendee Detail View ................................................................................................ 35
Section 5: Delegates, Proxies, Approvers, and Processors ........................................ 35
Delegates and Proxies............................................................................................... 35
Attendee Types Restricted by Groups ..................................................................... 35
Approvers and Processors ......................................................................................... 35
Attendee Types Restricted by Groups ..................................................................... 36
Section 6: Configuration – Overview and Procedures ................................................ 36
Different Processes for Different Options ..................................................................... 36
The Basic Configuration Process ................................................................................. 38
Step 1: Defining the Attendee Forms and Fields ........................................................... 39
Overview: Attendee Forms and Fields .................................................................... 39
Procedure: Configuring Attendee Forms and Fields .................................................. 45
Configure Carry-Forward ...................................................................................... 47
Step 2: Editing Expense Entry Forms for Copy Down .................................................... 49
Overview: Copy Down ......................................................................................... 49
Procedure: Modify the Attendees Field ................................................................... 49
Procedure: Verify the Itemization Form for the Expense Type ................................... 51
Step 3: Configuring the Attendee Detail View............................................................... 52
Overview: Attendee Detail View ............................................................................ 52
Procedure: Configure the View .............................................................................. 53
Step 4: Editing the Attendee-Related Expense Types .................................................... 56
Overview: Understanding Attendee Count Configuration .......................................... 56
Moving the Attendee Count Column for Visibility ..................................................... 58
Procedure: Editing Expense Types ......................................................................... 58
Overview: Restricting Attendee Types by Expense Type ........................................... 60
Procedure: Filtering Attendee Types for Expense Types by Exclusion ......................... 61
Overview: Setting a Default Attendee Type for an Expense Type ............................... 63
Procedure: Setting the Default Attendee Type for an Expense Type ........................... 63
Overview: Suppressing the New Attendee Button by Expense Type ........................... 64
Procedure: Suppressing the New Attendee Button by Expense Type .......................... 65
Step 5: Adding Additional Attendee Types and Working with Other Attendee Settings ....... 66
Overview: Attendee Types .................................................................................... 66
Procedure: Configuring Attendee Types .................................................................. 67
Overview: Settings .............................................................................................. 71