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:
|
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:
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