Payment Type

Payment types encompass the various methods used to settle expenses, defining how financial transactions are conducted within an organization. This can include: 

• Paid with Cash Advance 
• Paid by Employee (out of pocket) 
• Paid by the Company (mostly by corporate credit card) 
• Reimburse Company 
• Reimburse Employee 
• Reduce Cash Advance  
• No Settlement Required  

To manage your payment types, go to Settings Manager module from the top of your ExpensePoint™ app. 

The click on the Payment Type left side navigation menu. 

The Payment Type workspace will open displaying the Payment Types List. 

 The list includes such details as: 

• Payment Type 
• Payment Type Code 
• Account 

From the Payment Type navigation menu on the left side, you can choose to: 

• Add Payment Type 
• Edit Payment Type 
• Delete Payment Type 

Watch the video below about Payment Types.