Feature Settings - Time and Expenses Module - Misc. Expense Payment Types

Employee Miscellaneous Expense Payment Types can be used for grouping and filtering the record list and when printing log reports. In addition, export rules can be developed within a AccountingLink utility based on these options. For example, if the Payment Type is a specific credit card then this transaction could be exported to the accounting system with the proper general ledger account reference.

Example Employee Miscellaneous Expense Payment Types

  • Cash
  • Check
  • Credit Card - Amex
  • Credit Card - Visa
  • Credit Card - Mastercard
  • Commercial Acct - Supplier A
  • Commercial Acct - Supplier B
  • Commercial Acct - Supplier C
  • Do Not Export

AccountingLink Note: It is very common that options listed in the Bill Types and Misc. Expense Payment Types sections are identical.

To View And Add Misc. Expense Payment Types

  1. Log in to Sage Construction Management as an Admin.
  2. Click Settings (Gear Icon).
  3. Click Feature Settings | Time and Expenses.
  4. Navigate to the Misc. Expense Payment Types section.
  5. To add a Payment Type option, click the 'Add' button above the grid.
  6. Navigate to the grid footer and enter the Payment Type.
  7. Click the 'Save' button below the grid.

Note: An option cannot be deleted if it is referenced on an employee miscellaneous expense record.