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Delete Payment Types

Steps to Delete a Payment Type

  1. Open Settings Manager
    From the top of your screen, click the Settings Manager module.
    Settings Manager module at the top of the ExpensePoint window
  2. Access Payment Type
    Select Payment Type from the left-side navigation menu.
    Payment Type navigation menu

  3. Choose the Payment Type
    From the Payment Type List in the workspace, select the item you wish to delete.
    Payment Type list
  4. Delete Payment Type
    Click on Delete Payment Type in the left-side navigation menu under Payment Type.
    Delete Payment Type menu option from the Payment Type navigation menu
  5. Confirmation Window
    A confirmation window will appear asking you to confirm the deletion.
    Confirmation message asking if you're sure you want to continue with this action
  6. Warning Message
    If you clicked on Delete Payment Type without selecting a payment type first, you will receive a warning message prompting you to select a payment type first.
    Notification stating that you must choose an item to delete

 

Important Note: Deleting or renaming Payment Types will impact the Automation Manager Templates, Analysis Manager, and the filters and fields selections.

 

 

Watch the video below for a visual guide on the Delete Payment Type option.