COUNT provides two different ways to manage business spending documentation: Receipts and Expense Claims. While both involve collecting receipt information, they serve different purposes within the platform.

Receipts

The Receipts feature allows users to upload or take photos of receipts directly in COUNT.

COUNT’s AI will then attempt to:

• Read the receipt details
• Match the receipt to incoming bank feed transactions
• Attach the receipt to the corresponding transaction automatically

This helps businesses maintain organized records and supporting documentation for expenses already paid using company funds or company cards.

Common use case

• Employee uses a company card
• Receipt is uploaded into COUNT
• COUNT matches the receipt to the bank transaction

Expense Claims

The Expense Claims feature includes everything available in Receipts, but also adds an approval workflow for employee spending.

When setting up an employee as an Expense Claim Reporter, an admin links a company card to that employee's profile.

Once configured:

• Transactions made on the linked card require the employee to submit a claim
• Employees can attach receipts and provide transaction details
• Managers or admins can approve or deny submitted claims
• Reports can be generated for review and auditing purposes

Common use case

• Employee uses assigned company card
• Employee submits claim with receipt
• Manager reviews and approves or denies the expense

What Happens When a Claim Is Denied?

If a transaction is denied, businesses commonly handle this outside the expense workflow by:

• deducting the amount from payroll, or
• requesting repayment from the employee

Does COUNT support Employee Reimbursements?

At this time, COUNT does not yet support reimbursement workflows for employees who paid using their own personal funds.

This means employees currently cannot:

• submit out-of-pocket expenses for reimbursement, or
• request repayment directly through Expense Claims

Updated on: 02/06/2026