A Payment Method is an indication of what was used to purchase an item. Examples of Payment Methods include Company Credit Cards, Personal Credit Cards and Petty Cash. These can be used to identify transactions paid for in a specific way.
Important: To be able to access and edit payment methods you must have Administrator level User Privilege access. To gain this access contact your account administrator.
Availability: Business Plus and Business Premium Accounts, and for Streamline and Optimize partner accounts. Find out more about the different Dext Prepare products here.
Adding a New Payment Method
Important: You must have a Administrator level user privilege access to be able to create a payment method. To gain this access reach out to your account administrator, accountant or bookkeeper.
To add a new payment method or manage your existing ones go to Lists in the sidebar, then Payment Methods.
Payment Methods in Dext Prepare are either created manually or automatically by the system when a new payment method is extracted (the last 4 digits of the card used for the payment printed on the document).
In some cases, it may be necessary to link Payment Methods to specific Bank Accounts before you can publish transactions with these payment methods.
See the other articles in this section to find out: