As a COUNT Admin, you can manage who in your organization is eligible to submit expense claims. In this article, we’ll explain how to add, edit, and remove expense reporters.
Step 1: Navigate to the Expense Claims Section
On the left-side menu, click Expenses > Expense Claims.
Hover over the Manage Reporters tab to access the reporter management page.
Step 2: Add an Expense Reporter
To add a new expense reporter:
Click Add Expense Reporter on the top-right corner.
A pop-up will appear where you’ll need to:
Expense Reporter Since: Choose the date from which the reporter will be able to file expense claims.
Select or Create a Person: You can select an existing user or create a new one.
Choose an Account: Assign an account where the expenses will be reported.
Click Add to save the new expense reporter. COUNT will charge a monthly fee of $8 per reporter.
Once added, the person will receive an email guiding them through the steps of joining the COUNT app and submitting expense claims.
Step 3: Edit or Remove Expense Reporters
You can also edit or remove reporters when necessary:
To edit a reporter, click the pencil icon next to their name in the listing.
To delete a reporter, click the trash icon.
In the listing, the following columns are displayed:
Name: Name of the reporter.
Email: Reporter’s email address.
Account(s): The accounts associated with the reporter.
Actions: Where you can edit or delete reporters.
Pro Tip: Regularly review and update your list of expense reporters to ensure only active employees can file claims, and you’re not incurring unnecessary charges.
By managing expense reporters, you can control who submits expenses, ensuring that the right people have access while keeping your records clean and organized.