Set up payment methods

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

You can set up various methods of payment for expense transactions. Expense transactions can be owned by the organization, a customer, or a worker. You can also specify forms of payment, such as cash and credit.

  1. Click Travel and expense > Setup > Travel and expense entry > Payment methods.

  2. Press CTRL+N to create a new line.

  3. In the Payment method field, enter the payment method for the transaction.

  4. In the Description field, enter a brief description of the payment method.

  5. In the Expense owner field, select the owner of this payment method. The available values are Company, Employee, and Customer - others.

  6. In the Offset account type field, select the type of offset account, if it is required. In the Offset account field, select the account number of the offset account. In the Offset account name field, select the name of the offset account.

  7. If the payment method is used only for imported transactions, select the Import only check box.