How to set up Payment Types for Field Expenses and Purchase Orders

Payment Types can be entered for all company issued credit accounts, so that when Field Expenses and Purchase Orders are created the employee can select which method of payment they used for their purchase.

On the top navigation menu click on Accounting>Expenses.

Click on the Gear Symbol an select Manage Payment Methods

Type in Payment Type Nick Name and click on + sign to add. Repeat as necessary.

Click the Trash Can to delete a payment type.

Video Tutorial on How to Add Payment Type in Administration