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
- From the left-hand menu, head to Reports > Expenses.
- Open the expense and click the Attendees caret to expand attendee options.
- Select participants from your Recents, Contacts, or use the Search bar to find someone by name or email.
- To add someone new, manually enter their name or email. They’ll be saved to your Contacts for future use.
- Click on each attendee to add them. A checkmark (✅) will show who’s been selected.
- 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.
- Click the Attendees caret to open the attendee selector.
- Add the attendees involved in the expense.
- Expensify will automatically split the total cost across all attendees.
- 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.
