• Using the Email Inbox in COUNT

  The Email Inbox shows every email forwarded to your workspace inbox address, what COUNT did with each attached file, and where that file ended up. Use it to check that a bill or receipt arrived, fix a document that was filed as the wrong type, and retry files that failed. The Email Inbox replaces the Bill Email History button on the Bills page. Forward documents to COUNT Send or forward any email with bills, receipts or other documents attached to your workspace inbox address. You don't neFew readers

• Setting Automation Workflows

  Automation workflows in COUNT can save you valuable time by auto-categorizing similar transactions. With automation rules, you can ensure that COUNT handles transactions consistently based on patterns you define. There are two main ways to create these automation rules: Method 1: Create Rules on the Fly Every time you categorize or update a transaction, COUNT pops up a message offering the option to create an automation rule based on the transaction description. Here’s how: **CategorizeSome readers