14.03 Payment Methods

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14.03 Payment Methods

Payment methods specify how expenses were paid. UNItekTIME includes a set of predefined payment methods that you can edit to meet the needs of your organization. You can also create new payment methods.
The system administrator can setup organization departments using Admin Options > Payment Methods.

Setting up Payment Methods:

By default, four default payment methods are available in UNItekTIME with name “American Express,Cash, Master Card,Visa”. Administrator can rename these payment methods and can also add new payment methods.

Adding new payment method:

To add new payment method, follow these instructions.
  1. Login UNItekTIME with Admin Credentials.
  2. Navigate to Admin Options and scroll to Expense Setup.
  1. Click Payment Method icon.
  1. Click + Add Payment Method button.
  1. In the Payment Method screen that appears:
    1. Fill the Payment Method form.
    2. Click Add Payment Method button to add this record.

Editing Payment Method:

  1. Login UNItekTIME with Admin Credentials.
  2. Navigate to Admin Options and scroll to Expense Setup.
  1. Click Payment Method icon.
  1. In Payment Method List, click on gear icon of Options against the Payment Method you want to edit and click Edit Payment Method option.
  1. In the Edit Payment Method screen that appears:
    1. Update your required modification in [Payment Method Information] form.
    2. Click on Update Payment Method button to update this record.

Deleting Payment Method:

  1. Login UNItekTIME with Admin Credentials.
  2. Navigate to Admin Options and scroll to Expense Setup.
  1. Click Payment Method
  1. In Payment Method List, click on gear icon of Options against the Payment Method you want to delete.
    1. Click Delete option.
    2. Click on OK on delete confirmation dialog.
Article ID: 71, , Modified: 3/24/2021 at 3:27 AM

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