Configure the payment types that are available to expense users

  • 7 min.

In Expense Management, you must set up one or several payment types for your users to choose from. This is valuable because you can set up different posting rules and processes depending on how the expenses were paid for.

Payment types make it a lot easier to keep track of different types of expenses and are also easy to configure and assign to users.

You have the option of assigning multiple payment types to a user, from different credit cards to different types of cash payments, giving you full payment flexibility.

Expense Management also provides special icons you can assign to your payment types for easy visual reference.

Creating payment types

To create a payment type, follow these steps.

  1. Choose the search icon, enter Payment Types, and then choose the related link.

  2. Select New.

  3. Fill out the fields as necessary.

Payment Type Card

Assigning payment types to users

To assign a payment type to a user, follow these steps:

  1. Go to Continia User Setup.

  2. Select a user.

  3. On the action bar, select Payment Types.

  4. Under Continia User ID, select the user.

  5. Go to Payment Type, and select the payment type(s) you want to assign to the user.

User Payment Type list