Add Payment Types

Steps to Add a Payment Type in ExpensePoint

1. Open Settings Manager
   From the top of your screen, click the Settings Manager module.
   
2. Access Payment Type
   Select Payment Type from the left-side navigation menu.
   
   
3. Select Add Payment Type
   From the left-side navigation menu, select the Add Payment Type option.
   
4. Payment Type Editor
   This will open the Payment Type Editor window.
   
   Enter the following mandatory information:
   1. Title: The name of the payment type.
   2. Code: The payment type code as used in your accounting system.
   3. Account: Choose one of the available options:
      1. Reduce Cash Advance: Allows Submitters to reduce their Cash Advance.
      2. Reimburse Company: For accounts that require Employees to reimburse Expenses to the Company.
      3. Reimburse Employee: For accounts that require the Company to reimburse Employees for Expenses.
      4. No Settlement Required (company paid): Used when no settlement is needed, such as expenses charged on a company card.
5. Save
   After filling in all fields, click OK to save the payment type.

Watch the video below for a visual guide to Adding a Payment Type.