COUNTA App Release - January 6, 2025

Microsoft and Duo SSO Support and Expense Tax Management

VERSION 1.4 

Single Sign-On (SSO) integration

This requires coordinated configuration between your agency IT administrator and your Accountability account lead.

We've expanded our SSO capabilities to include Microsoft Azure AD and Duo Security, giving your agency more flexibility in managing user authentication. This integration provides:

• Streamlined login experience for your team
• Enhanced security through your preferred identity provider
• Seamless account management across platforms

To set up SSO for your organization, please visit our configuration guide in the Mobile App Set Up and Configuration page.  [insert link]

Enhanced expense entry interface

We've updated the expense interface to be more streamlined:

• Amount and currency fields are now combined on a single line
• Your default currency automatically displays when you click into the amount field
• To enter a foreign currency expense, click the ">" symbol to access the currencies available for your agency. 

Expense Tax Management

The COUNTA mobile app now handles tax codes as the web version, ensuring consistency across platforms. 

Default Tax Code

Click to expand the Tax details to view the applicable tax amount for the expense.

The Expense Tax Code defaults based on the user's Accountability employee or supplier profile.  Once the Expense amount is entered, the Amount including tax and the corresponding Tax amount are automatically calculated. 

Note:  When entering an expense, enter the full amount, inclusive of tax. The system back-calculates the Tax amount based on the default Tax code. If your agency requires you to manage the tax details for your expenses, see below. 

Override Tax 

If your agency requires you to review and update the tax amount on your expenses before submission, you now have the following options in the COUNTA app:

1. Change the default Tax Code by clicking on the more/greater than ( > ) icon.  Select from a lis of active Tax Codes. 
2. Override the calculated Tax amount by clicking "Override tax amount". Enter the applicable tax amount.  Click "Reset to calculated tax" to cancel your override.

Tax changes will be saved when you save the expense line.