• Creating a Bill in COUNT

  Managing bills effectively is crucial to maintaining accurate financial records and ensuring timely payments. COUNT simplifies this process by offering multiple methods to create and track bills, streamlining your workflow. Here’s how you can create a bill in COUNT: Step 1: Navigate to the Bills Section On the left-side menu, click Expenses Bills to Pay. In the top-right corner, click Add Bill. A pop-up will appear, showing three methods to create a bill. (https://storageFew readers

• Forwarding your invoices to COUNT

  You can forward invoices directly to your Bills page using a custom forwarding address to quickly pay bills from your team and external vendors. Forwarding an invoice Find your custom forwarding address on your Manage Workspace page, switch to Workspace Details and scroll down to view. (https://downloads.intercomcFew readers

• Manage Expense Types in COUNT

  Managing expense types in COUNT allows you to customize how expenses are categorized, making reporting and analysis more streamlined. In this article, we’ll cover how to add, edit, and delete expense types. Step 1: Navigate to the Expense Claims Section On the left-side menu, click Expenses Expense Claims. Hover over the Manage Expense Types tab to access the page for managing expense categories. Step 2: Add a New Expense Type Click Add Expense Type in the top-righFew readers

• Manage Expense Reporters in COUNT

  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. Click on 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.Few readers

• Approving or Denying Expense Claims in COUNT

  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 (https://storage.crisp.chat/users/helpdesk/website/Few readers

• How to Change a Bill from Paid to Unpaid in COUNT

  If you’ve assigned the wrong transaction to a bill or need to reverse a payment, COUNT allows you to easily unpay bills by unassigning their transactions. This updates the bill’s status back to Unpaid or Partially Paid, depending on what’s left. Steps to Unpay a Bill 1. Go to Bills to Pay From the left sidebar, click Expenses, then select Bills to Pay. This will show a list of all your bills. (https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e040Few readers