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
On the left-side menu, click Expenses > Expense Claims.
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.
Pro Tip: Use filters to streamline your review process! For instance, you can quickly locate all pending travel expenses by selecting the “Awaiting Approval” status and filtering by the Expense Type as “Travel.”
By managing expense claims in the Transactions tab, you can maintain organized and up-to-date records while efficiently handling approvals.