Setting up Payment Types

  • 24/04/2023
  • 4 minutes to read

Payment types makes it a lot easier to keep tabs on different types of expenses and are also easy to configure and assign to users.

You have the option of assigning multiple payment types to an expense user or expense user group, from different credit cards to different types of cash payments, giving you full payment flexibility.

Expense Management also provides special icons you can assign to your payment types for easy visual reference.

Creating a payment type

To create a payment type, follow these steps.

  1. Choose the Search icon, enter Payment Types, and then choose the related link.
  2. On the action bar, select New.
  3. Fill out the fields as necessary.

Connecting payment types to expense users or expense user groups

There are two main ways of connecting a payment type with an expense user or expense user group: Either you assign a payment type to an expense user or expense user group, or you assign an expense user or expense user group to a payment type. Below you'll find step-by-step guides for both methods.

Tip

While you create new expense users, you can also assign payment types to them from the Continia User Setup Card using the Payment Types action in the action bar.

Assigning a payment type to an expense user

To assign a payment type to an expense user, follow these steps:

  1. Choose the Search icon, enter Continia User Setup, and then choose the related link.
  2. Select an expense user.
  3. On the action bar, select Payment Types.
  4. From here, you can assign payment types in two ways:
    1. On the action bar, select Add Payment Types, and select a payment type to assign it to this expense user. You can add multiple payment types.
    2. On the action bar, select Edit Payment Type Assignment.
      1. In the Payment Type column, select a payment type in the first empty field to assign it to this expense user. You can add multiple payment types.

Assigning a payment type to an expense user group

To assign a payment type to an expense user group, follow these steps:

  1. Choose the Search icon, enter Expense User Groups, and then choose the related link.
  2. Select an expense user group.
  3. On the action bar, select Payment Types.
  4. Under Payment Type, select a payment type. Repeat this step in the next empty field for each payment type you want to add to this expense user group.

Assigning an expense user or expense user group to a payment type

  1. Choose the Search icon, enter Payment Types, and then choose the related link.
  2. Select a payment type.
  3. On the action bar, select User Payment Types.
  4. Under Continia User ID, select an expense user or expense user group. You can assign as many expense users and expense user groups to a payment type as you want.

See also

Expense User Group Setup for Expense ManagementExpense User Setup for Expense Management