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Implementation and Onboarding
COUNTA App Release - October 2, 2024
Enhanced login process, improved job filtering and sorting, multi-currency expense claim support, plus other expense and time management updates
Versions:
iOs (App Store): Version 1.3.2
Android (Play Store): Version 1.2.1.0
General improvements
Enhanced login process
We have streamlined the login process and the authentication workflow for SSO (Single Sign-On) users, making it faster and easier to access your account.
The login page will dynamically update, enabling SSO, if the Company ID entered has been configured for Single Sign-On.
Job management enhancements
- Improved job filtering
When searching for a job to assign on a time entry, expense line, or credit card transaction, the app will only include jobs that meet the following criteria:
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- The employee has access to the office of the Job
- The Job is active
- The transaction type is not locked
- Jobs are now sorted in alpha-numeric order for easier navigation
Expense management upgrades
Multi-currency support
- The COUNTA app now defaults the Expense Claim currency to the employee's home office currency. This eliminates the need for the user to override the currency code when entering expense lines.
- Added support for multi-currency expense claims, perfect for international business travel
User experience enhancements
- Fixed the pesky expense line duplication bug
- Standardized receipt options across credit card and manual expenses for consistency
Flexibility for non-billable expenses
If "Expense Claims and Credit Cards must be assigned to a job" is not enabled in the agency's Expense & Credit Card Setup Option, the COUNTA app no longer requires a Job to enter a Task Type. The platform treats all expense lines and credit card transactions coded to just a Task Type as non-billable.
Time management updates
- Hide Task Type on the Time Entry form
Agencies with the "Lock Task Type" option enabled on Timesheet Options can now use the COUNTA mobile app. Time entries on the app will only require a Job.
Note: When an employee's default task type is updated, the agency admin should unpin all pinned time lines with the old task type.
- Resolved an issue where the job and Task Type fields appeared blank when editing time entries from the homepage