Payment Methods are used to identify if an expense is reimbursable or not. Depending on your company's policy, it is possible to use your own personal card in paying a company expense.
Below are the steps on how to add your own payment method:
1. In Navigation Bar, click your Profile > Personal Settings > Payment Method > Click Add Payment Method button
2. Fill out all required fields
Field Format:
Field Name | Description |
Payment Method Type |
IMPORTANT: Make sure to choose 'American Express' in the payment method type field when adding this type of Card either Personal or Company issued.
 |
Name
| Enter your desired payment method name. This is the name that will show in Paid With field when creating expense/s. |
Card Number | Enter the full card number. |
Account Number | Enter the complete account number.
NOTE: This is required only for Paypal Transfer and Cheque payment methods. |
Card Ownership |
NOTE: This is a role-based setting. If you don't see this option, all your payment methods will be set to Personal. |
Payment Method State | This is marked/checked by default. When it does, the new payment method will be available to use. |
Default Payment Method | When marked/checked, the payment method will be pre-filled in your Paid With field.
NOTE: You can only select one default payment method, but will remain interchangeable. |
3. Click Save