As a user you can add your own payment method. This can be a personal or company payment method, reimbursable or non-reimbursable.
NOTE: This feature to add your own payment method may be disabled based on your company's policy.
1. Go to Personal settings.
2. Go to Payment methods.
3. Click + Add payment method.
4. Fill out all required fields
|
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 |
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. |
5. Click Save