For frequent attendees on your meal expenses, you have the ability to pre-populate Groups of attendees for easier selection. For example, groups could be certain departments, teams, or attendees from a specific customer. This article will show you, a report submitter, how to add and manage your own pre-populated groups for reporting meals.
To enter individual attendees, rather than a group, see: Adding Individual Meal Attendees to Your Account
1. On your Certify home page click your name, then click Account Settings.
2. In the lower left-hand corner, select Add Groups.
3. Enter a name for your first Group, and click Next to save.
4. To add individuals to the new Group, click Manage Groups.
5. Select the pencil icon for the Group to edit.
6. All individuals that you have entered before will be shown in a list. Select Add to the applicable attendees to the Group.
7. Alternatively, use the Show Coworkers toggle to utilize the Find My Coworkers feature. The coworker list will be populated with all active Certify users within a given instance. Choose from this list of coworkers to add to your group.
8. For future meal expenses, the selected group will then apply all selected individuals when chosen.
