How to Do Expense Reporting in COUNT Go

Expense reporting in COUNT allows you to track business spending, match receipts, and submit expenses for approval directly from the app. Follow the steps below to create, review, and submit an expense report.

1. Open the COUNT mobile app.
2. From the bottom navigation bar, tap Expenses.
3. You’ll see the Expense Approvals dashboard, where expenses are organized by status:

• Need Review – Expenses awaiting your confirmation or edits.
• Submitted – Expenses you’ve already sent for approval.
• Approved – Expenses successfully reviewed and approved.
• Denied – Expenses that were rejected.
• Unmatched Receipts – Receipts uploaded but not yet linked to an expense.

Add a New Receipt

1. Tap the + button at the bottom-right corner.
2. Select Add Receipt.
3. Choose one of the available upload methods:

• Scan a Receipt – Use your phone camera to capture a new receipt.
• Select a Photo – Upload an existing receipt photo from your gallery.
• Upload a PDF – Attach a receipt saved as a PDF.

COUNT automatically extracts key details (date, vendor, amount, currency) from your receipt using OCR (optical character recognition).

Review and Match Receipts

1. Go to Unmatched Receipts.
2. Select a receipt and assign it to an existing expense or create a new one.
3. Verify that all fields (category, payment method, date, total) are accurate.
4. If needed, edit or add missing details before saving.

Submit the Expense Report

1. Once receipts are matched and expenses are categorized, tap Submit.
2. The expense will move into the Submitted tab.

Updated on: 30/10/2025