Dear expert,
our configuration manages only expenses to be reimbursed to the employee, we are not managing any types of credit card. I mean employee can pay expenses by cash or personal credit card. So we have set only one Payment Type = Cash.
If I create an expense from scratch the default is Cash and the only available Payment Type is Cash, but if I take a picture and include it into an expense report, the system automatically set to value Pending Card Transaction, which is not allowed.
I have also set the default Cash at Form and Fields level:
Thanks.
Lorenzo
Hi @lmaggiulli ,
Role Required - Expense Configuration Administrator (Unrestricted)
Do below settings:
1. Go to Group Configuration >> Expense Tab >> Select your company specific group >> Under Payment Type Column click on Modify >> Make "cash" as default expense type >> save
2. Now Go to Payment Type configuration section >> double click on payment type which is currently linked with credit card >> Enable below setting to hide credit card related payment type for user selection.
If this answers your query, then please mark solution as accepted.
