You can choose to pay for an expense using your own money or using the company many. Irrespective of what payment type you choose, it is important to choose the right payment type while creating an expense to get reimbursed faster. 

Learn how to:

  • Access the default payment types for expenses
  • Create new payment types
  • Create user specific payment types

Plans & Permissions:

  • Plans: Free CRM, SalesCRM, PM, ERP
  • Permissions: Expenses

Default payment types/methods available in Taimer

Taimer has two default payment types/methods that are visible to all users when they create an expense report. These are:

  • Company money- If you've used the company card or money to make a purchase, choose this option while creating the expense report
  • Own money- If you've used your personal card or money to make a purchase, choose this option while creating the expense report

Users can select the relevant payment type when creating an expense. Click here to learn how to create an expense. 

You can also create other default payment methods. To do this:

  • Navigate to your Profile on the top right corner
  • Click on Settings
  • Navigate to Feature Settings
  • Click on Expenses
  • Click on Add Row under Payment Types for Expenses
  • Name the payment method

How to set up user specific payment type/method

If your company uses multiple cards and needs to assign specific payment methods to different users, you can easily do this from the Expenses Settings. Unlike the default payment types that are visible to all users, these will be visible only to the specific users. 

To set up user specific payment type:

  • Navigate to your Profile on the top right corner
  • Click on Settings
  • Navigate to Feature Settings
  • Click on Expenses
  • Scroll down to User Specific Payment Types
  • Click on Add Row to add a new payment type

Did this answer your question?