Introducing Attendee Tracking in Expensify

Daveweez

Thanks for the shout out @Julia - all my ideas are the best idea...

Daveweez

We use Xero, but I have used NetSuite in the past.

We would like it to be exported into the Description (appended to the comment).

For example:

Expensify
$100 to Applebees
Comment: Team Dinner to celebrate deal closing
Attendees: Jim, Bob, Kevin & David

Xero:
$100 to Applebees
Description: "Team Dinner to celebrate deal closing - Attendees: Jim, Bob, Kevin & David"

But - it only really makes sense for us to have it on some categories. Otherwise most Descriptions in NetSuite will have a lot of "Monthly Mobile phone bill - Attendees: Jim" or "Cab ride to client - Attendees: Jim". That doesn't make much sense & just creates extra words that are not helpful/useful.

So please allow us to disable (or rather enable) for certain categories like Meals & Entertainment or Conferences. Don't need to for categories like Transportation or Mobile phone bill. But it should be decided by each company.

Add it here:

Attendee Tracking: Enable/Disable

lushlifeleo

Not in love with this feature like many folks here, but since it exists... I'd love to find a way of making it useful for us.

To that end: is there a way to edit the attendees for multiple receipts at the same time? or automatically edit them l? If not, is either in the pipeline?

Marissa_P

Hello, this feature is extremely useful for our business. Thank you for adding it.

We use expense reports to track employee travel budgets. Often when employees travel they go to restaurants together and charge it to one credit card. It is great that they are now able to indicate attendees so I can easily see whose meal is being charged. I like that once the attendees are added I can see a price per attendee. I would like to request that this "Price per Attendee" be included as a column when I export the reports. That way I can refer to that column and charge the appropriate amounts to each attendee's travel budget. In order for this to happen, each attendee would probably have to appear on a separate line. Please allow this functionality when I customize my export. Thank you.

tylerzoll

@Marissa_P Are you exporting your reports to NetSuite or some other software? There is a comment section on reccommendations for the export format to NetSute.

edison

Now that we were able to review this feature, some notes in regards to syncing to NetSuite.

1. Could the attendees be concatenated into the "Memo" field in NetSuite?
2. Could the expense be split two ways between the employee's and booked to their own department's expenses? (Two way: % split or $$ split).
3. In addition to number 2, have a choice to be able to be booked on one department only as well (I think this is how it currently works).

GeorgeH

I would like it if auto complete did so for previously added attendees. I am not part of my organisations Expensify account (for reasons) but I regularly work with the same person and even within one report, I have to type out the full name of my colleague! A bit lame.

Sheena Trepanier

Thanks, @GeorgeH! This is excellent feedback, and I've documented it for my team. We'll be sure to announce future changes here and in our Product Update category.

rosyoutlook

I appear to be an attendee for all of my expenses. I however am not always associated with the expense (even though I claim it, e.g. team building events for my team that I don't attend). How can I remove myself as an attendee? Or can I make the default for expense "no attendees"?

Rachael Hopkins

Hi @rosyoutlook Welcome to the Expensify Community!

You have to have at least one attendee, but it doesn't have to be you. Once you have added the person associated, you can remove yourself.

Daveweez

I still think the Attendee tracking could be better for the points I made before.
https://community.expensify.com/discussion/comment/2775/#Comment_2775

But just FYI - this is what happens a lot:

In this case, without any training, the behavior of the users is to ignore the Attendees section and type it into the comments. I wish they would change the behavior, but as its currently built. this is what happens.

lstilwell

I would like to turn this feature off... Its confusing for our employees. We require them to split expenses using Tags so we can capture the attendees in our quickbooks. The attendees features does not benefit us in any way. Please fix it so we can turn this off.

doglesby

Our employees use this feature all the time and love it, but I also have them enter the names in the comment section so when the report is printed the names are listed also. Can you tell me if you are looking into having the names print when the report is printed?

Sheena Trepanier

Hi @doglesby, welcome to the Community. There has been some talk around showing the names when printing, but I was wondering if you could share what you think is the ideal place for them to appear on the report. Keep in mind how the report looks now and how it would look if someone had 6 or more attendees on an expense.

I've love to know your thoughts!

doglesby

The ideal place would be in the Attendees box. I would hope it would look like the comment line, listing the names of the attendees, when printed.