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Payment methods and purchase types

Edit your company's payment methods or cost types

Maria Tirkkonen avatar
Written by Maria Tirkkonen
Updated over a month ago

The "Accounts" view in the web version allows you to edit, delete and add new payment methods and purchase types for your company in Bezala.

When creating a new payment method or purchase type start by clicking on the "+ Add an account" button.

When adding a payment method, choose "Asset" under the header "Type" and when creating a new purchase type choose "Expense".

You can also choose who sees the created payment method by selecting these users to "Choose resources" field. This way only these users can see this payment method or purchase type when they insert receipts into Bezala. Leave the field blank if the payment method or purchase type should be shown to all of your company's Bezala users.

If the payment method or purchase type is not in use anymore, you can set it as inactive from the "Deactivate" button. When the payment method or purchase type is inactive, it can no longer be chosen for new receipts.


โ€‹Note! If your company uses Netsuite all payment methods and purchase types should be fetched to Bezala via integration.

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