Your account will already be populated with the standard system purchase methods, i.e. Out of Pocket, Fuel Card, ExpenseIn Card, Company Card and Cash Advance.
If required, an Account Administrator can add a new custom purchase method to your account from the Account Setup section of the Admin area.
Note:
Custom purchase methods are visible to all users and visibility cannot be restricted.
Custom purchase methods will always be configured as reconcilable rather than reimbursable.
How to add a custom purchase method
To add your own reconcilable purchase method, follow the steps below:
1. Click the Account Name > Admin.
2. In the Account Setup section, click the Purchase Methods subheading.
3. Click the New Purchase Method button.
4. Enter the name of your new purchase method.
5. Click Create.
The new custom purchase method can now be selected by users when creating a purchase expense. Once approved, expenses can be reconciled from the Finance area.