Add, edit, or delete expense payment types

Use expense payment types to track how expenses were paid for. Expense payment types can be created for both non-reimbursable and reimbursable expenses. The most common use case is to create expense payment types for company credit cards or cheques for non-reimbursable expenses. You can assign a clearing account to each expense payment type for easy reconciliation.

Add an expense payment type

1. Go to Expenses > Setup > Expense > and select Add (circle) next to Payment types.

2. Enter a Name.

3. Enter a Description.

4. Select an Offset account.

5. Select Save.

Edit an expense payment type

1. Go to Expenses > Setup > Expense > Payment types.

2. Find the expense payment type that you want to edit.

3. Select Edit at the end of the row.

4. Make your changes.

5. Select Save.

1. Go to Expenses > Setup > Expense > Payment types.

2. Find the expense payment type and select Edit.

3. Make your changes.

4. Select Save.

View an expense payment type

1. Go to Expenses > Setup > Expense > Payment types.

2. Find the expense payment type that you want to view.

3. Select More actions > View at the end of the row.

1. Go to Expenses > Setup > Expense > Payment types.

2. Find the expense payment type and select View.

Delete an expense payment type

1. Go to Expenses > Setup > Expense > Payment types.

2. Find the expense payment type that you want to delete.

3. Select More actions > Delete at the end of the row.

4. Select Delete to confirm.

1. Go to Expenses > Setup > Expense > Payment types.

2. Find the expense payment type and select Delete.