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  1. FAQ - Accounting & Finance Teams
  • December 22, 2022 21:40
  • Updated

How to change the payment method of an expense

Goal:

  • Change credit card on expense
  • Move an approved Expense item to Credit Card Reconciliation.
  • Mark an Expense as being paid by credit card.
  • Change payment from Other to Credit card for expense

 

Steps:

  1. Head into the Accounts Payable section

  2. Select the Unbilled Expense

  3. Select the [...] button on the far right-hand side of the item you would like to edit

  4. Select Edit

  5. Within the pop-up window, select Advanced Change Options at the bottom.mceclip0.png

  6. Check the box beside Paying with Credit Card

  7. Select the intended credit card from the drop-down menu.

  8. Select the blue Edit Item button to confirm changes.

 

Additional Information:

  • Only users with access to Unbilled Expense Items within Accounts Payable will be able to perform the steps listed.
  • The following instructions assume that the approved expense should have been marked as paid by credit card when it had been created and Approved, rather than reimbursable.
  • If a credit card has been set up but is not showing in the drop-down list, follow these instructions on how to make credit cards available for requesters.
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