What's New

COUNTA App Release - March 21

Attendee management for credit card transactions

VERSION 1.4.4

🎉 NEW FEATURES

Attendee Management

Employees can now add both internal employees and external attendees to credit card transactions, making it easier to track group expenses.

  • Track Business Meals & Meetings: Easily document who attended your business expenses by adding both internal employees and external attendees to any expense line.
  • Dual-Tab Interface: Quickly toggle between "Employees" and "Non-Employees" tabs to select different types of attendees.
  • Employee Master File Access: Search and select from your complete Accountability employee directory with convenient alphabetical listing.
  • External Attendee Management: Add and select external business contacts with their professional details (name, title, and company).
  • Multiple Selection Support: Select multiple attendees at once with visual confirmation checkmarks.
  • Add New External Contacts: Create new external contact profiles on-the-fly when needed.
  • Attendance Counter: Clear indication of total attendees with "+3" notation on the main expense screen.
  • Edit Flexibility: Easily modify attendee lists at any time before submitting an expense.

This feature streamlines compliance with expense policies that require documenting all participants for business meals and entertainment expenses. 

Note:

Attendees can be added for any expense category ("task type") at this time. Attendee management is not limited to meal or entertainment task types.