Attendee Expense Type

Expense > Maintenance > Attendee Expense Type

The Attendee Expense Type maintenance page allows users with assigned Security access to view, edit and add Types of Attendees to match the specific Attendee Tracking and reporting needs of the organization.  Active Attendee Types are available for optional entry and selection when allocating expenses to Attendees within the Travel and Expense solution or can be made required by enabling the 'Require Type on Attendee Tracking when Attendee Distribution Exists' System Setting.

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Entry Fields

Active Checkbox

Indicates if the type is active and available for selection when allocating expenses to an Attendee.

Type

Enter a unique value for the Attendee Type.  This is primary identifier that users will be able to view, enter and select when allocating expenses to Attendees.

Description

Enter a detailed description of the selected type for reference purposes.

G/L Account Overlay

The account overlay specified here will be applied when the 'Auto-Generate GL Distributions based on Attendees' System Setting is enabled.  This mask field will accept a format such as ”R1853-?????”, when a user selects this Expense Type and they save an Expense Sheet line, the values on the line in the ? marks will be retained and the hard values from the Attendee Type will be retained. So if the user enters a GL of ”Z8888-1234” then the resulting Account code will be ”R1852-1234”. For Expense please refer to Expense Sheet GL Account Defaulting/Validation Steps to see when this defaulting occurs among other account level defaulting.