COUNTA App Release - October 15, 2024

In-app notification, timesheet submission confirmation, and expense management enhancements

Versions:

iOs (App Store): Version 1.3.3

Android (Play Store): Version 1.3.0

General improvements

Display Preferred Name on the homepage

You can now use your Preferred Name on the COUNTA app homepage, next to the Accountability logo mark.  Your agency admin can update your Preferred Name in your Employee record in the Accountability platform. 

In-app notifications

Stay informed with our new in-app notifications. Access your messages through the Activity page. You will see a red badge on the notification icon, indicating that you have unread messages. Click on the icon to navigate to the Activity page. 

All unread messages will have a red dot next to it.  At this time, you cannot click into the message.  To mark messages as 'read', 

1. Click Select
2. Tick the box to the left of the message(s)
3. Click Mark as read

Coming soon:  We are working on adding the ability to filter out read messages for better organization. 

Time management updates

Timesheet submission confirmation (New Feature)

A new pop-up confirms timesheet submission, preventing accidental submissions. Click Submit to proceed or Cancel to continue working on your timesheet. 

Pin on list of jobs removed 

We removed the ability to pin a Job No. when searching for jobs to use for time entry. You can still pin a time entry for frequently used Job and Task Type combinations.

Expense and credit card management enhancements

Split credit card transaction

You now have the ability to split a credit card transaction. This enables you to easily divide card charges across multiple jobs or task types for accurate expense allocation.

1. On a credit card transaction, click Split. 
2. By default, the app creates two splits.  A running Balance is displayed on the top of the screen.  Allocate each split to the corresponding Job and/or Task Type and add a description. 
3. Add more splits as needed. 
   
   

Credit transactions display as negative amounts

• Credit transactions on your credit card now display as negative amounts.  It is now easier to offset the original charge with the credit amount. 
• You can now enter a negative expense line on your Expense Claim. This is useful for recording refunds or adjustments to your reimbursable expense.

Streamlined receipt management 

• In Development: You will see App Library as one of the options for attaching a receipt to an expense line or credit card transaction.  The COUNTA App Library will centralize all unmatched receipts sent to receipts@counta.com.   We are excited for you to use this, but it's not quite ready yet.  We are working on:
  
  • Adding pagination to optimize performance, and 
  • Supporting PDF files.

• We removed the 'Add Receipt' button from the Expense Claims page to prevent confusion (receipts are attached to specific expense lines).
• We are now preventing receipt deletion for approved credit card transactions.