If you have already added meal attendees to your Certify account, or included an attendee in a previous expense, these attendees are available to you to add individually to a new meal expense. This article shows you, an expense report submitter, how to select multiple attendees for a meal expense.
Step 1: On your Certify Home page, click Drafts.
Step 2: Click the name of the expense report to open.
Step 3: Open an existing Meal expense line, or, create a new one in the Add Expense box. To add previously saved Meal Attendee, click Find.
Step 4: From the Find popup window, select either:
- the Attendees tab to select individual attendees that you have entered into Certify before.
- the Groups tab to select a group of attendees. To add or manage your attendee Groups, see: Adding Groups of Meal Attendees to Your Account
- the Coworkers tab to utilize the Find My Coworkers feature. Search for your coworkers within this list that is populated will all active Certify users within a given instance.
Step 5: Make your selections using the checkboxes. Then, click Add Attendees.
Step 6: Click Save to add the individual attendees, or group of attendees, to the expense. To remove an attendee, select the red x next to the attendee name.