How do I manage payment methods for users?

Modified on Mon, 03 Apr 2023 at 11:50 AM

Management of payment methods

In this article, we'll show you how to manage payment methods for users.

  1. Go to Settings and Expense Management.
  2. On the Integration tab, scroll down.
  3. At the bottom of the page you will find payment methods.
  4. You can add new payment methods or delete existing payment methods by clicking Payment methods.
  5. Select which account you want to connect each payment method to.

You can also choose personal payment methods. Select the check box to enable it. Then select the payment method and account to associate with each user.


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