Account Administrators can edit or delete custom purchase methods from the Account Setup section of the Admin area.
How to edit a custom purchase method
To edit the name of a custom 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 Edit icon next to the relevant custom purchase method.
Note: You can also click the three dots icon and select Edit from the drop-down. You can only edit custom purchase methods and not standard ones.
4. Update the name of your purchase method as required.
5. Click Update.
How to delete a custom purchase method
To delete a custom reconcilable purchase method that is no longer required, follow the steps below:
1. Click the Account Name > Admin.
2. In the Account Setup section, click the Purchase Methods subheading.
3. Click the three dots icon next to the purchase method you'd like to delete and select Delete from the drop-down.
Note: To delete multiple custom purchase methods, tick the checkboxes next to them, then click Actions and select Delete from the drop-down.
4. Click Continue on the pop-up window to confirm the deletion of the selected purchase method(s).
