Payment Type on Header

[nsiatirlis]

Does anyone know if it possible to have the "Payment Type" field available for employees to fill on the Header of Reports at the time they are about to create one?

Thank you in Advance.

[PoojaKumatkar]

Hi @nsiatirlis ,

It is not possible to add "Payment type" field on Report header form as there is no "payment type" standard field available. By design it is only available on expense entry form. 

Also, logically not every expense type will have same payment type. Possible that some expenses are paid through card or cash etc.

May I know why do you need payment type field on report header form? 

In case if your intension is to set default payment type instead of selecting payment type every time manually while creating expense entries then you can do the following settings: 

Go to group configuration >> Expense tab >> Identify group for which you want to set default payment type >> Against that group, under payment type column, click on modify hyperlink >> set up default payment type from the available options >> save.

[KevinD · Accepted solution]

@nsiatirlis I agree with @PoojaKumatkar Payment Type on the Report Header wouldn't really do any good as the payment type relates to individual expense entries, not the report as a whole in a lot of cases.