Adding Groups of Meal Attendees to Your Account

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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

Step 1: On your Certify home page, select My Account

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Step 2: In the lower left-hand corner, select Add Groups.

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Step 3: Enter a name for your first Group, and click Next to save. 

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Step 4: To add individuals to the new Group, click Manage Groups.

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Step 5: Select the pencil icon for the Group to edit. 

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Step 6: All individuals that you have entered before will be shown in a list. Select Add to the applicable attendees to the Group

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Step 7: For future meal expenses, this group will then apply all selected individuals when chosen. 

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