Add attendees individually or as a group...

Before you begin, please note the following:

• Each group can have as many as 500 individual members.
• There is no limit to the number of groups you can create.
• An attendee can belong to more than one group.

1. Open the Expense line, click on Attendees at the top. 
2. Click Add
3. Click Attendees
4. Select Attendee Type
5. Enter Attendee Name, last name first. Once name is selected from the list, it will be added. 
6. Click Close. 
7. Select all of the Attendees you would like added to the Group. 
8. Click on Create Group
   • Group will be created and added to the Expense

Create a Group for a large event (over 10 attendees)

1. Open the Expense line, click on Attendees at the top. 
2. Click Add
3. Click Attendees
4. Select Attendee Type of Group Event 10+ Attendees
5. Click on Create New Attendee (right corner)
6. Enter Event Name
7. Click on Create Attendee
8. Click on Go Back 
9. Close out screen and the attendee group will be added.
10. Enter the Attendee Count
11. Click Save

Edit a group

1. Click Profile > Profile Settings > Favorite Attendees (in the Expense Settings section of the left-side menu).
2. On the Attendee Groups tab, select the group.
3. Click Edit.
4. Make the desired changes.
5. Click Save Group.

Import a List of Attendees

1. Open the Expense line, click on Attendees at the top. 
2. Click Add
3. Click Import Attendees
4. Click Download the template
5. Add the attendees to the template
   1. Column A: AtnTypeKey - must match to the Attendee Type drop-down list in AggieExpense
      
   2. Column B: LastName - enter the last name of the attendee
   3. Column C: FirstName - enter the first name of the attendee
   4. Column D: Title - leave blank    
   
6. Save as an .xls file (Excel 97-2003 Workbook)
7. Click on Upload Spreadsheet
8. Click Next
   • Attendees will be added

Share Attendee Groups

You can send a copy of one or more of your groups to another user. The group then appears immediately on the recipient's Attendee Groups tab.

To send a copy to another user:

1. Click Profile → Profile Settings → Favorite Attendees (in the Expense Settings section of the left-side menu).
2. Click the Attendee Groups tab.
3. Select one or more groups.
4. Click Send Copy. The Send a copy of the selected group(s) window appears.
5. Find the desired recipient. NOTE: You can send to one recipient at a time.
6. Click Send.