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Introducing Attendee Tracking in Expensify
Great news! We’re thrilled to unveil Attendee Tracking in Expensify. This new feature offers increased transparency on group spend by allowing users to add internal colleagues and external guests to expenses, as well as document attendees for meeting and event spend.
Here’s how it works:
When creating a new expense, simply choose internal attendees from a drop-down list of your coworkers, or manually type in external attendees (like a client's name).
Add attendees to an expense to account for group spending scenarios. Policy rules and expense limits are applied on a per-person basis. An expense that exceeds policy limits based on the number of attendees will result in a violation. If a violation exists, expenses will be highlighted in the Guided Review process for submitters and approvers.
Admins can quickly and easily examine and export attendee details to a template for reporting and spend analysis. No need to check the comments field of each expense for important attendee details - just check out the attendee field!
If an expense is over the policy limit (per person), violations will be flagged on reports for submitters and approvers:
Curious for more details? Check out our help doc on Attendee Tracking here.