Maintaining Attendees

Objective

After completing this lesson, you will be able to manage attendees.

Attendees Overview

You use the Attendee Admin tool to view, modify, and activate or deactivate attendee records in the system. This tool allows you to update and correct records in real time. Clients who use both Expense and Invoice have access to the Attendees feature, while clients who use only Invoice do not. Expense or Invoice users can add, edit, view, and remove attendees.

The image displays an Attendee Admin web page with Search and Advanced Search tabs. A filter section lets users find attendees by External ID that begins with a value, set Status to Active, and enter Created By. A blue Search button appears on the right. Below are action buttons: Modify, Activate, and Inactivate. An empty results table shows columns for External ID, Attendee Name, Attendee Title, Company, Attendee Type, Status, and Created By.

Manage Attendees

To manage attendees:

Steps

  1. Navigate to Tools and select Attendee Admin.

    The image displays a web page titled Attendee Admin. The top menu lists Company, Expense, and Invoice. A left sidebar shows Payment Manager and Tools links: Monitor Batches, Monitor Payees, Configure Batches, Company Card, Card Integration Admin, Cash Advance Admin, Attendee Admin, and Import/Extract Monitor. The main panel presents Search and Advanced Search tabs. Users can find attendees by external identifier, status, and creator, then click Search. Action buttons include Modify, Activate, and Inactivate. A table header lists External ID, Attendee Name, Attendee Title, Company, Attendee Type, Status, and Created By.

  2. On the Search tab, use the predefined criteria to search for attendees. Alternatively, use the Advanced Search tab to search for attendees using more specific criteria in a search by form approach.

    The image displays an Attendee Admin web page with the Search tab open and the Advanced Search tab beside it. A highlighted panel lets users find attendees by external identifier, match type, and input text, with two rows joined by AND. The Status field shows Active. A Created By field sits before a blue Search button. Below, action buttons read Modify, Activate, and Inactivate. A table header lists External ID, Attendee Name, Attendee Title, Company, Attendee Type, Status, and Created By.

  3. Select Modify to make changes to the attendee.

    The image displays an Attendee Admin web page with the Search tab open. A search panel lets users filter by External ID, External ID, Status set to Active, and Created By, then click a blue Search button. Below, action buttons show Modify, Activate, and Inactivate, with Modify highlighted. A results table lists attendees with columns for External ID, Attendee Name, Attendee Title, Company, Attendee Type, Status, and Created By.

  4. Select Activate or Inactivate to change the status of the attendee.

    The image displays an Attendee Admin web page with the Advanced Search tab open. A search panel lets users filter by external identifier, match type, status set to Active, and creator, then click the blue Search button. Below the panel, action buttons show Modify, Activate, and Inactivate; Activate and Inactivate are highlighted. A results table lists columns for External ID, Attendee Name, Attendee Title, Company, Attendee Type, Status, and Created By.

Summary

  • Use Attendee Admin to view, modify, and manage attendee records.
  • Use the Search or Advanced Search tabs to find attendees.
  • Modify attendee data and change their status.
  • Activate or deactivate attendee records.
  • Efficiently update and maintain attendee information.

Learning

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