As a COUNT Admin, managing expense claims submitted by your employees (or reporters) is made simple with a clear approval process and filtering options. In this article, we’ll walk through how to approve or deny expense claims.

Step 1: Navigate to the Expense Claims Section

1. On the left-side menu, click Expenses > Expense Claims.
2. By default, you will land on the Transactions tab.

Step 2: Approve or Deny Expense Claims

In the Transactions tab, you’ll see a list of all expense claims submitted by reporters. The following columns are displayed for each transaction:

• Date: Date of the expense.
• Reporter: The employee or person who submitted the claim.
• Amount: The expense amount.
• Vendor: The vendor related to the expense.
• Expense Type: The type of expense filed.
• Project: If the expense is associated with a specific project.
• Tags: Tags are applied to the expense for better categorization.
• Actions: Where you can approve or deny the claim.

To approve or deny a claim click one of the following buttons:

Step 3: Filter Expenses for Easier Management

You can easily filter expenses based on:

• Expense Status: Filter by awaiting approval, approved, or denied expenses.
• Account: Narrow down the expenses related to specific accounts.
• Reporter: Filter claims based on the employee or reporter.
• Expense Type: Focus on certain types of expenses like travel or meals.
• Projects & Tags: Organize expenses by their associated projects or tags.

By managing expense claims in the Transactions tab, you can maintain organized and up-to-date records while efficiently handling approvals.

Updated on: 27/09/2025