To understand this better, let’s take an example wherein you had recently met a client/customer for lunch to discuss a business proposal. On creating an expense for the same, you can associate the expense with the client by adding him/her as an Attendee. If you had a colleague attending the meeting along with you, you can add them as well. Perform the following steps to add a attendee:
- Navigate to Expenses > + New.
- Enter all important information like Expense date, Amount, Category etc.
- Scroll down to the Attendee field. Choose whether the attendee is a User or a Contact Person.
- Select a User(s)/Contact person(s) from the drop-down. Before selecting a contact person, ensure that you select a customer from the Customer drop-down. If the Customer field is disabled, then you cannot select a contact person.
- Click Save.