Adding Attendees and Attendee Groups to a Business Expense

Objectives

After completing this lesson, you will be able to:

  • Add attendees to a business expense
  • Create an Attendee Group

Adding Attendees to a Business Expense

Some meal and entertainment expenses require you to add attendees to the expense. If others were part of your business expense (such as a client meal), you may need to add them to your expense report. After you add your attendees, the amount of the expense will be distributed equally among all attendees. To see how to do this, follow the steps below.

  1. Select Play to start the video above. TIP: You can turn on closed captions and change the audio speed here in the embedded player control bar or open the video link to enable the full transcript in the top right corner of the openSAP Microlearnings player. Feel free to bookmark this resource for future reference: Adding Attendees to a Business Expense.
  2. Open the step-by-step guide: Adding Attendees to a Business Expense Tip Sheet.
  3. Sign into https://www.ConcurSolutions.com and follow the Tip Sheet steps to complete this task. You can toggle between the Tip Sheet and Concur Expense or view them side-by-side while you perform the tasks.

(Having trouble signing in? Review Unit 1, Lesson 2 of this learning journey or this SAP Concur Community article: Why can't I sign into the SAP Concur tool?.)

Note
Your organization may not have purchased or enabled all the products and features discussed in this lesson.

Further Reading: SAP Concur Mobile App

This task can be performed on the web version (the instructions in this lesson) or on the SAP Concur Mobile App for Android and iPhone. Please see the below links to reference the SAP Concur Mobile App user resources.

TitleAndroidiPhone
SAP Concur Mobile App User ResourcesSAP Concur Mobile App User Resources - AndroidSAP Concur Mobile App User Resources - iPhone

Feel free to bookmark these pages for future reference. They will open in a new tab.

Creating an Attendee Group

For some expense types, such as business meals or entertainment, you might be required to identify all attendees (clients or employees) associated with that expense. Creating an attendee group can help you manage your list of attendees, making it easier to add them to your expense reports.

  1. Select Play to start the video above. TIP: You can turn on closed captions and change the audio speed here in the embedded player control bar or open the video link to enable the full transcript in the top right corner of the openSAP Microlearnings player. Feel free to bookmark this resource for future reference: Creating an Attendee Group.
  2. Open the step-by-step guide: Creating an Attendee Group Tip Sheet.
  3. Sign into https://www.ConcurSolutions.com and follow the Tip Sheet steps to set up this Concur Expense feature. You can toggle between the Tip Sheet and Concur Expense or view them side-by-side while you perform the tasks.
Note
Your organization may not have purchased or enabled all the products and features discussed in this lesson.

Creating an Attendee Group (Interactive Practice Simulation)

The following exercise is an interactive practice simulation that walks through creating an attendee group for an expense report. This is an alternate way to cover the same information as the demonstration video. Select the Start Exercise button below to open the simulation in a new tab, then select the forward arrow on each of the Informational Notes (i) and follow the instructions to enter sample information into the key fields. If at any point it's unclear what to select or complete, you can return or advance in the simulation by using the backward and forward arrows at the top left of the screen.

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