Preregistrations are designed for users who might claim expenses. If they do need to claim expenses, once the preregistration has completed their registration process, they'll become an Ad Hoc user.
You can add new preregistrations to your account from the Preregistrations section in the Manage Ad Hoc Users area.
Preregistrations users can be added individually or you can Import your preregistrations. To add your preregistrations individually, follow the steps below:
1. Go to the Manage Ad Hoc Users area.
Note: The name of this area can be set by your company, so this area may be named differently.
2. Click the Preregistrations subheading.
3. Click the Add button and select New Preregistration from the drop-down.
4. On the pop-up window, enter the preregistration's information.
First Name/Last Name/Email Address - these are system-required fields.
Reference - you can enter a reference to match what your preregistration is set up with in your accounting package. This usually helps to identify the user when exporting the expenses.
Department - if you have departments set up, you can assign the preregistration a department.
User Groups - if you have user groups set up, you can assign the preregistration to a user group(s).
Expiry - set the expiry date for the preregistration.
Send Invite - tick the send invite checkbox to send an email invitation to the preregistration for the Ad Hoc module.
Note: The invitation will be sent immediately upon creation. Leave this checkbox unticked if you prefer to send an invitation at a later time.
5. Click Create to add the preregistration to your Ad Hoc module.
Note: The new Preregistration will have a 'Pending' status until they've registered as an Ad Hoc User, regardless of whether they've been sent an invitation or not.