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

Choose from the drop-down menu:

  • Debit card

  • Credit card

  • Transfer

  • Paypal

  • Prepaid

  • Cheque

  • American Express

  • Lodge Card

  • KBC

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 method.

Card Ownership

Choose from the drop-down menu:

  • Personal (Reimbursable)

  • Company (Non-Reimbursable)

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

Did this answer your question?