Activation of a payment type

[justinkthomas]

Hi Team,

Please find the below requirement from business:

 They need to differentiate the payment type field in entry form options from a single option that groups both payment methods (indicated both as a translation of the field "Cash") into two distinct ones. This is necessary from a tax perspective, as they need to differentiate the two methods.

To be precise: When the user selects the payment type field in concur he must see the two options as cash & personal credit card as distinct ones. Is it possible in concur?

@KevinD  Can you please advise on this?

Regards,

JKT

[KevinD · Accepted solution]

@justinkthomas you would need to create a Payment Type under Expense Admin>Payment Types. I believe we have a Cash payment type out of the box. I am not sure if there is also one named Out of Pocket and Personal Credit Card. Just check the current list of payment types and use the New button to create a new one. 

To make the new payment type available, you need to use the Group Configurations option. On this screen you will see a column named Payment Types. Click Modify for the group that needs to see the new payment type. Find the payment type in the list and click the checkbox to activate it for that group. 

That should do it.