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.
Note! If your company uses Netsuite all payment methods and purchase types should be fetched to Bezala via integration.
Spending Limits for Expense Types
You can set a spending limit behind an expense type. The spending limit can be annual, monthly, or daily. When a user enters their receipts within the specified time frame for the spending limit, these expenses are summed up in the background. Once the set limit is exceeded, the user cannot enter a receipt, and an error message is displayed on the receipt form.
You can set a spending limit as follows:
Go to Accounts view and enter expense type editing mode from the pencil button.
Enter the desired amount in the Limit per User field.
Select the desired time frame from the dropdown menu.
Save the changes you made.
The spending limit can also be set during the creation of the expense type. In the account creation view, select Expense from the Type dropdown menu, and the usage limit fields will be displayed.