• 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.intercFew 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. (https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/screenshot-2025-10-21-at-3012618opc3s.png =985xFew 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

• How to Assign Multiple Payments to a Bill in COUNT

  Bills aren’t always paid in a single transaction — sometimes vendors receive partial payments or credits applied over time. COUNT allows you to assign multiple payments or credit memos to a bill so your records always reflect reality. Steps to Assign Payments or Credits 1. Open the Bill From the left sidebar, go to Expenses Bills to Pay and click on the bill you want to update. 2. Record a Payment or Credit In the bill overview, click Record Payment or Credit. (https://Few readers

• How to Do Expense Reporting in COUNT Go

  Expense reporting in COUNT allows you to track business spending, match receipts, and submit expenses for approval directly from the app. Follow the steps below to create, review, and submit an expense report. Open the COUNT mobile app. From the bottom navigation bar, tap Expenses. You’ll see the Expense Approvals dashboard, where expenses are organized by status: Need Review – Expenses awaiting your confirmation or edits. Submitted – Expenses you’ve alreadyFew readers