How to add attendees?

When Admins add attendee options to a Spend Category (SC), the Mesh platform displays a +Add Attendees when that relevant SC is selected. 

Note: Although the below depicts SC selection for expenses, the Attendees feature is  relevant to both expenses and card transactions

The image below depicts a total of five people sharing an expense: the expense submitter, three external attendees, and one company employee. 

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Note: The modal does not present the memo (e.g., the name of the people who attended the event with the expense submitter). To add the memo close the modal and type the info before submitting the expense. 

Users can click the pen icon to edit the attendee list and make changes or corrections.

Note: 

• For card transactions, the Attendees field MUST be completed before the transaction can be submitted for approval.
• Once a transaction or expense enters the approval workflow and is locked, the Attendees field becomes read-only and cannot be modified.
• If memo is required, please complete it before adding attendees.