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Edit Payment Types

Steps to Edit 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 screen
  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 edit.
    Payment Type list
  4. Select Edit Payment Type
    Click on the Edit Payment Type option under Payment Type in the left-side navigation menu.
    Edit Payment Type menu option in the Payment Type navigation menu
  5. Payment Type Editor Window
    This will open the Payment Type Editor window.
    Payment Type Editor window

To learn more about the available fields for editing, read the Add Payment Type article.

 

Watch the video below for a visual guide to Editing Payment Types.