Adding Attendee to expenses

Ask the community
1

Hello, I am trying to create an expense rule that if the expense type is Restaurant then attendees is required. However, for the life of me I cannot find that option anywhere? Can someone please help?

Thanks!

2

Hi! @Ngoc_Nguyen - while Ramp allows you to add attendees to transactions, especially for restaurants, we currently don’t have a feature that makes this mandatory.

Great news for you - this feature will be released in the next two months! :partying_face: In the meantime, please instruct your employees to manually add attendees to their transactions.

Best,
Charlotte

3

As a note - @Ngoc_Nguyen and @charlotte - I don’t believe Attendees can be added via the phone app currently.

If that is still true, then I’d hesitate to make adding Attendees “Mandatory” (unless all of the users already use the browser for Ramp most of the time, instead of their phone).

4

Hi Lori! @Accounts_Payable you’re correct – a great call-out! This will be rolled out on mobile in the coming months as well :slight_smile:

Best,
Charlotte

1 Like
5

Hi - has this been enabled? I don’t see where to enable this feature

6

Hi! @bcfinance - yes! To add attendees to expenses:

First, click into the transaction → scroll down → select “More” → click the “Add Attendees” button. Here you can type in names directly or upload a CSV file if you want to add attendees in bulk (just make sure your file matches the provided template exactly).

You can read more about this here :point_left:

Please let me know if you have any trouble!