--- title: What's New - September 16, 2024 description: Redesigned Job Cost & Billing Summary, Advanced Expense Budget Filters, Enhancements to Manage Expense Claims Page, Stricter Control when copying Estimates with Inactive Task Types --- [Skip to content](https://knowledgebase.counta.com/knowledge/whats-new-september-16-2024#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. 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[Live](https://knowledgebase.counta.com/knowledge/product-updates?hsLang=en#live) September 17, 2024 # What's New - September 16, 2024 ## Redesigned Job Cost & Billing Summary, Advanced Expense Budget Filters, Enhancements to Manage\>Expense Claims, Stricter Control when copying Estimates with Inactive Task Types ### Redesigned Job Cost & Billing Summary  #### Updated UI The Job Cost & Billing Summary page UI has been updated to be consistent with other pages in the platform.  The Layout icon has been moved up to the top right of the page.  The line item action buttons are now at the bottom of the page and only appears if one or more lines are selected.  ![Screenshot 2024-09-16 at 12.13.49 AM](https://knowledgebase.counta.com/hs-fs/hubfs/Screenshot%202024-09-16%20at%2012.13.49%20AM.png?width=688&height=364&name=Screenshot%202024-09-16%20at%2012.13.49%20AM.png) #### Include Custom Columns on Layout Agency-defined job fields can now be added as part of your layout view. Data exported from this view will include these custom fields. ![Screenshot 2024-09-16 at 12.18.37 AM](https://knowledgebase.counta.com/hs-fs/hubfs/Screenshot%202024-09-16%20at%2012.18.37%20AM.png?width=688&height=360&name=Screenshot%202024-09-16%20at%2012.18.37%20AM.png)   ### Advanced Expense Budget Filters Searching for expense budgets is even easier with the following advanced filters.  #### Enhanced GL Account Filters The **GL Account No** and **GL Account Nam**e filters have been consolidated into an advanced **GL Account** filter.  Click on the search icon for additional filter options:  Enter a range of accounts, select specific GL Account Types, and/or Report Groups. ![Expense Budget\_GL Account Filter](https://knowledgebase.counta.com/hs-fs/hubfs/Expense%20Budget_GL%20Account%20Filter.png?width=688&height=88&name=Expense%20Budget_GL%20Account%20Filter.png) #### New Job Filters  Job-level budgets give agencies the option to forecast expenses at a more granular level than GL accounts, without the need to create sub-accounts.  Click on the Job search icon to bring up various filter options:  Search by Job No, Job Description, Job Types, Job Managers, Production Managers, or Custom Fields. ![Expsense Budget \_ Job Filter](https://knowledgebase.counta.com/hs-fs/hubfs/Expsense%20Budget%20_%20Job%20Filter.png?width=688&height=88&name=Expsense%20Budget%20_%20Job%20Filter.png)   See [View Expense Budgets](https://knowledgebase.counta.com/knowledge/expense-budgets-how-to-search?hsLang=en) for more details. ### **Manage\>Expense Claims ** #### **Post approved expense claims** Expense claim supplier invoices can now be posted directly from the **Manage\>Expense Claims** page.  Select the line(s) to be posted and click the **Finance Post** button at the bottom of the page.  **![Screenshot 2024-09-16 at 12.30.29 AM](https://knowledgebase.counta.com/hs-fs/hubfs/Screenshot%202024-09-16%20at%2012.30.29%20AM.png?width=688&height=363&name=Screenshot%202024-09-16%20at%2012.30.29%20AM.png)** #### Redesigned Expense Claim details Clicking on the **Expense Claim No.** hyperlink on the **Manage\>Expense Claims** page brings up the detailed Expense Claims.  The page has been redesigned to match the Expense Claims from My Expenses.  Un-Submitted expense claims can be edited directly from this page. #### ![Screenshot 2024-09-16 at 12.35.14 AM](https://knowledgebase.counta.com/hs-fs/hubfs/Screenshot%202024-09-16%20at%2012.35.14%20AM.png?width=688&height=361&name=Screenshot%202024-09-16%20at%2012.35.14%20AM.png)   ### New controls when copying an Estimate with invalid Task Types #### Proactive message when copying an Estimate within the same job When copying an Estimate within the same Job, the system now pops up a warning if there are inactive task types in the source Estimate.  Click **Save** to proceed with copying the Estimate.  ![Screenshot 2024-09-15 at 2.35.38 PM](https://knowledgebase.counta.com/hs-fs/hubfs/Screenshot%202024-09-15%20at%202.35.38%20PM.png?width=688&height=258&name=Screenshot%202024-09-15%20at%202.35.38%20PM.png) #### Stricter controls when copying an Estimate across different jobs #### When copying an Estimate with an inactive task type across jobs, the system now prevents the Estimate from being copied.  The message "The Estimate you are copying from has lines with inactive task types, the estimate cannot be copied."  #### Stricter controls when using a Template with inactive Task Types When applying an Estimate Template with inactive task types, the system now prevents the template from being used.  Update the Estimate to ensure that only active task types are included. ![Screenshot 2024-09-15 at 3.54.31 PM](https://knowledgebase.counta.com/hs-fs/hubfs/Screenshot%202024-09-15%20at%203.54.31%20PM.png?width=688&height=384&name=Screenshot%202024-09-15%20at%203.54.31%20PM.png) ### Other UI Updates  #### GL Reports  GL Reports and interactive GL statements have been consolidated under the **General Ledger Statements & Reports** menu option.   ![Screenshot 2024-09-16 at 10.21.37 PM](https://knowledgebase.counta.com/hs-fs/hubfs/Screenshot%202024-09-16%20at%2010.21.37%20PM.png?width=688&height=386&name=Screenshot%202024-09-16%20at%2010.21.37%20PM.png) #### Standardized report output options Report output options have been standardized across the platform as follows: ![Screenshot 2024-09-16 at 10.23.27 PM](https://knowledgebase.counta.com/hs-fs/hubfs/Screenshot%202024-09-16%20at%2010.23.27%20PM.png?width=385&height=84&name=Screenshot%202024-09-16%20at%2010.23.27%20PM.png) | **Output option** | **What does it do** | | --- | --- | | Excel | Exports the report in data format without formatting applied, allowing for easy manipulation of the data, i.e. filtering, sorting, creating pivot tables, lookups | | Preview | Presents the data in an embedded Crystal Report Viewer, with various export options. 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