--- title: What's New - November 3rd, 2025 description: "Discover two powerful updates in the Accountability platform: users can now add external attendees directly to Expense Claims and Credit Cards using a streamlined inline form, improving compliance and tracking. Plus, a new layout option for Client Summary Invoices lets agencies choose between invoice totals or detailed job-level cost breakdowns, enhancing clarity and customization for client-facing reports." --- [Skip to content](https://knowledgebase.counta.com/knowledge/whats-new-november-3rd-2025#main-content) English Show submenu for translations ![AccountAbility\_logo\_primary\_fullcolor-1.png\]](https://knowledgebase.counta.com/hs-fs/hubfs/AccountAbility_logo_primary_fullcolor-1.png?height=40&name=AccountAbility_logo_primary_fullcolor-1.png) - [COUNTA by Accountability](https://8829720.hs-sites.com/counta-by-accountability) Open main navigation Close main navigation - [COUNTA by Accountability](https://8829720.hs-sites.com/counta-by-accountability) - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [COUNTA Help Center](https://knowledgebase.counta.com/knowledge?hsLang=en) 2. [Product Updates](https://knowledgebase.counta.com/knowledge/product-updates?hsLang=en) 3. [Live](https://knowledgebase.counta.com/knowledge/product-updates?hsLang=en#live) October 31, 2025 # What's New - November 3rd, 2025 ### **Add External Attendees to Expense Claims and Credit Cards** #### **Overview** You can now add external attendees directly within the Expense Claims and Credit Cards workflows. This enhancement simplifies how you document business meals, meetings, and other group expenses by allowing you to create and select non-employee personnel. #### **What is it?** A new inline form has been added to the **Non-Employees** tab in the Attendees modal. This form lets you create external attendee profiles by entering their **Name**, **Title**, and **Company**. Once saved, you can then select the new non-employee into your attendees.   #### **Why it matters** This update streamlines compliance with expense policies that require full documentation of all participants. It also reduces friction for users who need to add external business contacts quickly, without leaving the expense entry flow. **Key benefits:** - **Faster data entry** with inline form access - **Better tracking** of external participants for audit and reporting #### **How it works** 1. Navigate to the **Attendees** field in either an Expense Claim or Credit Card transaction. 2. Select the **Non-Employees** tab. 3. Click **+ Add New** (located above the attendee list, to the right of the search bar). 4. Fill out the inline form: - **Name** (required) - **Title** (optional) - **Company** (optional) 5. Click **Save** to save. 6. The contact appears in the attendee list, sorted alphabetically by name. 7. If you click **Cancel**, the form closes without saving. This feature is available across all expense categories and is not limited to meals or entertainment.   #### **When is it needed?** Use this feature whenever: - You’re documenting group expenses involving external participants. - You want to ensure compliance with internal policies requiring attendee tracking. ---   ### **New Layout Option for Client Summary Invoices** #### **Overview** A new layout option has been added to Client Summary Invoices, giving agencies more flexibility in how invoice data is presented. This update introduces a second format that highlights job-level totals and detailed cost breakdowns, enhancing clarity for clients and internal teams.   #### **What is it?** You now have two layout choices when generating a Client Summary Invoice: 1. **List Invoice Totals** – the existing format that summarizes each invoice with basic totals. 2. **Job Totals and List Costs** – the new format that includes job-level totals and itemized costs for deeper visibility. A new **Layout** field has been added to the Client Summary Invoice form, allowing you to select your preferred format when creating or editing an invoice.   #### **Why it matters** This enhancement improves the flexibility and professionalism of client-facing documents. Agencies can now tailor invoice summaries to match client expectations or internal reporting needs. **Benefits include:** - **Improved transparency** for clients who want to see cost breakdowns. - **Consistency** with job-level reporting formats. - **Reduced manual formatting** by selecting the layout directly in the form. #### **How it works** Here’s how to use the new layout option: 1. Navigate to **Accounting \> Receivables \> Client Summary Invoices**. 2. Click **New Summary Invoice** or open an existing one. 3. In the form, locate the new **Layout** field. 4. Choose one of the following: - List Invoice Totals (default) - Job Totals and List Costs (new) 5. When creating a new record: - If the client has previous summary invoices, the system defaults to the most recent layout used. - If no prior records exist, it defaults to the most recent layout in the system. - If no records exist at all, it defaults to **List Invoice Totals**. #### **When is it needed?** Use the new layout when: - You want to present detailed job-level costs to clients. - You need to align invoice summaries with internal cost tracking. - You’re managing complex projects with multiple cost components. - [Product Updates](https://knowledgebase.counta.com/knowledge/product-updates?hsLang=en#main-content) - [Live](https://knowledgebase.counta.com/knowledge/product-updates?hsLang=en#live) - [Tutorial Video Library](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#main-content) - [General Navigation](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#general-navigation) - [Time and Task](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#time-and-task) - [Job Management - Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#job-management-basics) - [Estimate Management - Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#estimate-management-basics) - [Estimate Management - Advanced](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#estimate-management-advanced) - [Purchase Order Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#purchase-order-basics) - [Production Invoice Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#production-invoice-basics) - [Sundry Invoice Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#sundry-invoice-basics) - [Receipts Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#receipts-basics) - [Supplier Invoice Management Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#supplier-invoice-management-basics) - [Payment Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#payment-basics) - [Expenses & Credit Cards](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#expenses-credit-cards) - [Reporting](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#reporting) - [Master Files](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#master-files) - [Manage](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#manage) - [Mobile App](https://knowledgebase.counta.com/knowledge/mobile-app?hsLang=en#main-content) - [What's New](https://knowledgebase.counta.com/knowledge/mobile-app?hsLang=en#whats-new) - [Setup and Configuration](https://knowledgebase.counta.com/knowledge/mobile-app?hsLang=en#setup-and-configuration) - [FAQs](https://knowledgebase.counta.com/knowledge/faqs?hsLang=en) - [Navigation and General](https://knowledgebase.counta.com/knowledge/navigation-and-general?hsLang=en#main-content) - [Tips & Tricks](https://knowledgebase.counta.com/knowledge/navigation-and-general?hsLang=en#tips-tricks) - [Customization](https://knowledgebase.counta.com/knowledge/navigation-and-general?hsLang=en#customization) - [Setup](https://knowledgebase.counta.com/knowledge/navigation-and-general?hsLang=en#setup) - [Support](https://knowledgebase.counta.com/knowledge/navigation-and-general?hsLang=en#support) - [My Dashboard](https://knowledgebase.counta.com/knowledge/navigation-and-general?hsLang=en#my-dashboard) - [My Messages](https://knowledgebase.counta.com/knowledge/navigation-and-general?hsLang=en#my-messages) - [Security](https://knowledgebase.counta.com/knowledge/navigation-and-general?hsLang=en#security) - [Time and Tasks](https://knowledgebase.counta.com/knowledge/time-and-tasks?hsLang=en#main-content) - [My Time](https://knowledgebase.counta.com/knowledge/time-and-tasks?hsLang=en#my-time) - [Timesheet Proxy](https://knowledgebase.counta.com/knowledge/time-and-tasks?hsLang=en#timesheet-proxy) - [Time Reports](https://knowledgebase.counta.com/knowledge/time-and-tasks?hsLang=en#time-reports) - [Time Posting](https://knowledgebase.counta.com/knowledge/time-and-tasks?hsLang=en#time-posting) - [Tasks](https://knowledgebase.counta.com/knowledge/time-and-tasks?hsLang=en#tasks) - [Manage](https://knowledgebase.counta.com/knowledge/manage?hsLang=en#main-content) - [Leave](https://knowledgebase.counta.com/knowledge/manage?hsLang=en#leave) - [Employee Expense Summary](https://knowledgebase.counta.com/knowledge/manage?hsLang=en#employee-expense-summary) - [Expense Claims](https://knowledgebase.counta.com/knowledge/manage?hsLang=en#expense-claims) - [Credit Cards](https://knowledgebase.counta.com/knowledge/manage?hsLang=en#credit-cards) - [Inventories](https://knowledgebase.counta.com/knowledge/manage?hsLang=en#inventories) - [Approve](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#main-content) - [Supplier Invoices](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#supplier-invoices) - [Expense Claims](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#expense-claims) - [Credit Cards](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#credit-cards) - [Purchase Orders](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#purchase-orders) - [Client Job Invoices](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#client-job-invoices) - [Weekly Timesheet](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#weekly-timesheet) - [Journals](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#journals) - [Leave](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#leave) - [Jobs](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#main-content) - [Jobs](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#jobs) - [Estimates](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#estimates) - [Revenue Tracker](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#revenue-tracker) - [Resource Tracker](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#resource-tracker) - [Purchase Orders](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#purchase-orders) - [Internal Charges](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#internal-charges) - [Job Cost Transfers](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#job-cost-transfers) - [Files](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#files) - [Job Reports](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#job-reports) - [Job Summaries](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#job-summaries) - [Campaigns](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#campaigns) - [Media](https://knowledgebase.counta.com/knowledge/media?hsLang=en#main-content) - [Media Accounting](https://knowledgebase.counta.com/knowledge/media?hsLang=en#media-accounting) - [Media Summaries](https://knowledgebase.counta.com/knowledge/media?hsLang=en#media-summaries) - [Media WIP Take Up](https://knowledgebase.counta.com/knowledge/media?hsLang=en#media-wip-take-up) - [Media Reports](https://knowledgebase.counta.com/knowledge/media?hsLang=en#media-reports) - [Media Setup](https://knowledgebase.counta.com/knowledge/media?hsLang=en#media-setup) - [Media Insertion Orders](https://knowledgebase.counta.com/knowledge/media?hsLang=en#media-insertion-orders) - [Media Estimates](https://knowledgebase.counta.com/knowledge/media?hsLang=en#media-estimates) - [Accounting](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#main-content) - [General Ledger Accounts](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#general-ledger-accounts) - [Receivables](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#receivables) - [Payables](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#payables) - [Revenue Tool](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#revenue-tool) - [General Ledger](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#general-ledger) - [Budgets](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#budgets) - [Prepayments](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#prepayments) - [Master Files](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en#main-content) - [Prospects](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en#prospects) - [Clients](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en#clients) - [Employees](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en#employees) - [Task Types](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en#task-types) - [Suppliers](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en#suppliers) - [Contacts](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en#contacts) - [Update](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en#update) - [Setup Files](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#main-content) - [Report Setup](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#report-setup) - [Set Up Options](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#set-up-options) - [User Access Groups](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#user-access-groups) - [Currencies](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#currencies) - [Tax Codes](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#tax-codes) - [Withholding Tax Codes](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#withholding-tax-codes) - [Bank Feed](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#bank-feed) - [Custom Codes](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#custom-codes) - [Approval & Posting Settings](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#approval-posting-settings) - [Custom Data](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#custom-data) - [Office](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#office) - [Company Settings](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#company-settings) - [Setup Options](https://knowledgebase.counta.com/knowledge/setup-options?hsLang=en#main-content) - [Accounting Options](https://knowledgebase.counta.com/knowledge/setup-options?hsLang=en#accounting-options) - [General Options](https://knowledgebase.counta.com/knowledge/setup-options?hsLang=en#general-options) - [Report Setup](https://knowledgebase.counta.com/knowledge/setup-options?hsLang=en#report-setup) - [Other Options](https://knowledgebase.counta.com/knowledge/setup-options?hsLang=en#other-options) - [Timesheet Options](https://knowledgebase.counta.com/knowledge/setup-options?hsLang=en#timesheet-options) - [Currencies](https://knowledgebase.counta.com/knowledge/setup-options?hsLang=en#currencies) - [General Ledger](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#main-content) - [Journals](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#journals) - [General Ledger Accounts](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#general-ledger-accounts) - [General Ledger Reports](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#general-ledger-reports) - [Bank Reconciliation](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#bank-reconciliation) - [WIP Take Ups](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#wip-take-ups) - [Retainers](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#retainers) - [FX Revaluations](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#fx-revaluations) - [Fixed Assets](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#fixed-assets) - [General Ledger Setup & Postings](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#general-ledger-setup-postings) - [Posting Options](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#posting-options) - [Revenue Recognition and Tools](https://knowledgebase.counta.com/knowledge/revenue-recognition-and-tools?hsLang=en#main-content) - [Accrued Revenue](https://knowledgebase.counta.com/knowledge/revenue-recognition-and-tools?hsLang=en#accrued-revenue) - [Deferred Revenue](https://knowledgebase.counta.com/knowledge/revenue-recognition-and-tools?hsLang=en#deferred-revenue) - [Revenue Recognition](https://knowledgebase.counta.com/knowledge/revenue-recognition-and-tools?hsLang=en#revenue-recognition) - [Receivables](https://knowledgebase.counta.com/knowledge/receivables?hsLang=en#main-content) - [Production Invoices](https://knowledgebase.counta.com/knowledge/receivables?hsLang=en#production-invoices) - [Receipts](https://knowledgebase.counta.com/knowledge/receivables?hsLang=en#receipts) - [Sundry Invoices](https://knowledgebase.counta.com/knowledge/receivables?hsLang=en#sundry-invoices) - [Reports](https://knowledgebase.counta.com/knowledge/receivables?hsLang=en#reports) - [Other](https://knowledgebase.counta.com/knowledge/receivables?hsLang=en#other) - [Client Summary Invoices](https://knowledgebase.counta.com/knowledge/receivables?hsLang=en#client-summary-invoices) - [Client Job Invoices](https://knowledgebase.counta.com/knowledge/receivables?hsLang=en#client-job-invoices) - [Payables](https://knowledgebase.counta.com/knowledge/payables?hsLang=en#main-content) - [Supplier Invoices](https://knowledgebase.counta.com/knowledge/payables?hsLang=en#supplier-invoices) - [Payments](https://knowledgebase.counta.com/knowledge/payables?hsLang=en#payments) - [Reports](https://knowledgebase.counta.com/knowledge/payables?hsLang=en#reports) - [Incoming Supplier Invoices](https://knowledgebase.counta.com/knowledge/payables?hsLang=en#incoming-supplier-invoices) - [Talent](https://knowledgebase.counta.com/knowledge/payables?hsLang=en#talent) - [Budgets & Forecasts](https://knowledgebase.counta.com/knowledge/budgets-forecasts?hsLang=en#main-content) - [Expense Budgets](https://knowledgebase.counta.com/knowledge/budgets-forecasts?hsLang=en#expense-budgets) - [Payroll Budgets](https://knowledgebase.counta.com/knowledge/budgets-forecasts?hsLang=en#payroll-budgets) - [Revenue Tracker](https://knowledgebase.counta.com/knowledge/budgets-forecasts?hsLang=en#revenue-tracker) - [Budgets](https://knowledgebase.counta.com/knowledge/budgets-forecasts?hsLang=en#budgets) - [Cashflow Budgets](https://knowledgebase.counta.com/knowledge/budgets-forecasts?hsLang=en#cashflow-budgets) - [Budget Setup](https://knowledgebase.counta.com/knowledge/budgets-forecasts?hsLang=en#budget-setup) - [Budget Reports](https://knowledgebase.counta.com/knowledge/budgets-forecasts?hsLang=en#budget-reports) - [Training Packet](https://knowledgebase.counta.com/knowledge/training-packet?hsLang=en#main-content) - [Admin](https://knowledgebase.counta.com/knowledge/training-packet?hsLang=en#admin) - [MDM](https://knowledgebase.counta.com/knowledge/training-packet?hsLang=en#mdm) - [Time Management](https://knowledgebase.counta.com/knowledge/training-packet?hsLang=en#time-management) - [Expense Management](https://knowledgebase.counta.com/knowledge/training-packet?hsLang=en#expense-management) - [Job and Estimate Management](https://knowledgebase.counta.com/knowledge/training-packet?hsLang=en#job-and-estimate-management) - [API & Integrations](https://knowledgebase.counta.com/knowledge/api-integrations?hsLang=en#main-content) - [Accountability API](https://knowledgebase.counta.com/knowledge/api-integrations?hsLang=en#accountability-api) - [Integrations](https://knowledgebase.counta.com/knowledge/api-integrations?hsLang=en#integrations) - [Plaid Integration](https://knowledgebase.counta.com/knowledge/api-integrations?hsLang=en#plaid-integration) - [Media Finance](https://knowledgebase.counta.com/knowledge/api-integrations?hsLang=en#media-finance) - [Payroll](https://knowledgebase.counta.com/knowledge/api-integrations?hsLang=en#payroll) - [Project Management](https://knowledgebase.counta.com/knowledge/api-integrations?hsLang=en#project-management) - [Open Banking Providers](https://knowledgebase.counta.com/knowledge/api-integrations?hsLang=en#open-banking-providers) - [Reporting](https://knowledgebase.counta.com/knowledge/reporting?hsLang=en#main-content) - [Financial Statements](https://knowledgebase.counta.com/knowledge/reporting?hsLang=en#financial-statements) - [Client Profitability](https://knowledgebase.counta.com/knowledge/reporting?hsLang=en#client-profitability) - [Billings and Revenue](https://knowledgebase.counta.com/knowledge/reporting?hsLang=en#billings-and-revenue) - [Sales](https://knowledgebase.counta.com/knowledge/sales?hsLang=en) - [Media Finance](https://knowledgebase.counta.com/knowledge/media-finance?hsLang=en#main-content) - [Mediaocean Integration](https://knowledgebase.counta.com/knowledge/media-finance?hsLang=en#mediaocean-integration) - [Freewheel Integration](https://knowledgebase.counta.com/knowledge/media-finance?hsLang=en#freewheel-integration) - [Media Finance](https://knowledgebase.counta.com/knowledge/media-finance?hsLang=en#media-finance) - [Intercompany](https://knowledgebase.counta.com/knowledge/intercompany?hsLang=en#main-content) - [Studio](https://knowledgebase.counta.com/knowledge/intercompany?hsLang=en#studio) - [Talent Sponsorship](https://knowledgebase.counta.com/knowledge/talent-sponsorship?hsLang=en) - [Taxes](https://knowledgebase.counta.com/knowledge/taxes?hsLang=en) - [Implementation and Onboarding](https://knowledgebase.counta.com/knowledge/implementation-and-onboarding?hsLang=en) - [Work In Progress (WIP)](https://knowledgebase.counta.com/knowledge/work-in-progress-wip?hsLang=en) - [Expenses](https://knowledgebase.counta.com/knowledge/expenses?hsLang=en) - [Data Analysis](https://knowledgebase.counta.com/knowledge/data-analysis?hsLang=en) - [AI](https://knowledgebase.counta.com/knowledge/ai?hsLang=en#main-content) - [MCP Servers](https://knowledgebase.counta.com/knowledge/ai?hsLang=en#mcp-servers) [![Chill listening crop-3](https://knowledgebase.counta.com/hs-fs/hubfs/AccountAbility_logo_primary_fullcolor-2.png?width=150&height=24&name=AccountAbility_logo_primary_fullcolor-2.png "Chill listening crop-3")](http://www.counta.com) Accountability 2026 Copyright © 2026, Accountability