Add Guests to a Receipt in Your Wallet

Add Guests to a Receipt in Your Wallet

Add guests to meal receipts from the receipt details screen before you create an expense report. Open that screen from a processed receipt in your Wallet, or tap the confirmation message after you capture a receipt. The guests you add stay on the receipt and carry forward when you attach it to a meal expense, so you can capture attendee information on mobile instead of waiting until you are on desktop.

For guest entry on expense lines in Emburse Enterprise online, see Add Guest Expenses to a Report. For Wallet navigation and receipt management, see Use the Emburse Mobile Wallet. For receipt capture, see Capture and Upload Receipts.

  • Add guests from the receipt details screen only.
  • The Guests section displays only for expense types that require you to add guests.
  • The mobile app adds you as a guest on the receipt by default.
  • The receipt must keep at least one guest. If you try to remove the last guest, an error message displays.
  • You can add up to 100 guests.

Add Guests to a Receipt

  1. Open the receipt details screen.
    • After you capture a receipt: Capture a meal receipt, then tap Upload. When the confirmation message displays, tap it to open the receipt details screen. The Guests section displays after the receipt finishes processing. See Capture and Upload Receipts.
    • From your Wallet: In the navigation bar, tap Wallet. On the Receipts filter, locate a processed receipt, then tap the receipt to open the receipt details screen.
  2. In the Guests section, tap +.

    3. You need an active Internet connection to add or remove guests.

    Receipt details screen for a meal receipt, with one guest listed and the plus button highlighted in the Guests section.

  3. In the Add guests dialog, enter the guest name in the search box, or select a guest from your recent guests.

    4. Emburse Enterprise stores up to 20 recent guests per user and displays up to 10 in the Add guests dialog.

    Add guests dialog with Internal and External groups, a search box, and each guest's name, title, and company.

  4. Repeat for each additional guest.

    5. The Guests section displays the number of guests and their initials.

    Receipt details screen with the Guests section highlighted, showing three guests as initials.

Remove Guests

  1. In the Guests section, tap the edit (pencil) icon.

    2. Guests section on the receipt details screen with the pencil edit icon highlighted next to the guest initials.

  2. To remove a guest, tap X next to the guest name.

    3. Manage guests dialog listing three guests, with the X remove control highlighted next to one guest.

  3. Tap SAVE.

    4. Manage guests dialog with one remaining guest and the Save button highlighted.

How Guest Data Persists

The mobile app stores guest data on the receipt in your Wallet before you create an expense. When you attach the receipt to a meal expense, or use the receipt for one, the guests map to the meal expense line, as they do in Emburse Enterprise online.

If you change the expense category away from Meal, the guest data remains on the receipt. The mobile app does not enforce it for a non-meal category. If you change the category back to Meal, the expense line displays the guest data again.

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