1. Add Attendees to an Expense
  2. Resolve Category Limit Errors by Adding Attendees
  3. Audit Trail for Attendees

Adding Attendees

New Expensify

You can add attendees to an expense to indicate who participated in a meal, meeting, or event. This is especially helpful when your company has per-person category limits, as Expensify can split the cost evenly across all attendees to help avoid violations.


Add Attendees to an Expense

  1. From the left-hand menu, head to Reports > Expenses.
  2. Open the expense and click the Attendees caret to expand attendee options.
  3. Select participants from your Recents, Contacts, or use the Search bar to find someone by name or email.
  4. To add someone new, manually enter their name or email. They’ll be saved to your Contacts for future use.
  5. Click on each attendee to add them. A checkmark (✅) will show who’s been selected.
  6. Click Save.

Resolve Category Limit Errors by Adding Attendees

If an expense exceeds a category limit set by your admin, you can resolve the issue by adding attendees.

  1. Click the Attendees caret to open the attendee selector.
  2. Add the attendees involved in the expense.
  3. Expensify will automatically split the total cost across all attendees.
  4. Once added, a dot will appear between the Attendees field and the per-person amount, making it easy for approvers to verify the distribution.

Audit Trail for Attendees

🕵️ Note: Expensify automatically records attendee changes on the expense report. These system messages cannot be edited, ensuring a clear and secure history of all attendee updates.

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