How to change the payment mode in a expense line

[Pier]

Hello,

How can I change the "payment mode" of one of my expense line.

I have paid with my personal credit card and the system automatically detect the card payment but waiting for the "company card" info which will never happen because this is my personal credit card. I want to change the payment mode for this line to "cash". How can I do it ? thanks 

[cjmarimo]

hello @Pier ,

Normally, when we want to change the payment type of a ticket capture, we add  it to a report. There we edit it and change the payment type from "Pending transaction card" to "Cash".

BR,

cj

[Pier]

Hi Cj,

Thanks for your answer, but when I edit the expense line in the report, I have no option to change the payment mode. Any idea when is the "payment mode" selection button ?

thanks

[KevinD]

@Pier I looked at the items showing as Pending in your available expenses. I can see that on your expense report you have accounted for these Pending items already and have them showing as Cash. These Pending items are now duplicates and can be deleted. 

[Pier]

Hi Kevin, actually, as I was not able to change the payment mode from Card to Cash in the expense line, I manually re-entered this expense, reason why there are two lines now. Of course I can delete the one mentioning "card", but my request is for next time... how to change the "card" to "cash' payment once I have uploaded automatically one expense ?

[msekar-splunk-]

@Pier Just change the payment type of expense line to Cash. Looking at the automated feed before it is submitted as an expense, should manually choose the payment type if the billing happened with personal credit card so you will be reimbursed back.

[Pier]

Hello Kevin, please indicate me precisely where to change (via screencopy) because I cannot find where to change it. Here is a screencopy 

[Pier]

Hi Kevin, any feedback ? 

thanks