Fringe Benefits Tax (FBT) represents a specific category of taxation that is applied to various benefits provided to employees, particularly expenses that may be classified as entertainment. In circumstances where FBT is applicable, it becomes essential to accurately capture attendee information. The configuration of which expense types require attendee information is determined by your admin, ensuring that the process aligns with your company's policies.
This article aims to provide comprehensive guidance on how to effectively add attendees to expense items using the mobile application.
How to Add Attendee Details in the Mobile App?
To add attendee details...
- Click on the (+) sign, and then select an Account option.
- Take a photo of your receipt or add a receipt from your phone gallery. If you don’t have a receipt, click on the (x) button to exit and go to the next screen to enter your expense details.
- Fill in the required fields that are highlighted in orange. When you select an FBT-related expense type, the ATTENDEE SELECTION section will be available to add attendee information, as shown in the screenshot below.
- To add an attendee that has been previously entered or a Zeno Expense user from your region, click in the ADD EXISTING ATTENDEE field and select the attendee from the drop-down list or start typing their name to search for that user.
- Once the attendee has been selected, enter the attendee type, and then click ADD.
To add a new attendee, select ADD NEW, complete the required fields, and then select ADD.
If your company has the option to add attendees by headcount, you’ll see this option in the mobile app and you can add attendees by selecting ADD ATTENDEES BY HEADCOUNT. Fill in the required fields, then select ADD, as shown in the screenshot below.
When all attendees have been added, they’ll be listed with the total number of attendees in brackets, as shown in the screenshot below.
- To remove attendees, click in the REMOVE ATTENDEE(S) field and choose the attendee from the drop-down list or type in their name.
As you select attendees they’ll be removed from the list, as shown in the screenshot below.
- After attendee details have been entered, respond Yes or No to the question Was your manager/approver present?
- When all the required fields have been completed, you can Save or Submit the expense.