Set up payment types

Create the different ways someone could pay for their expenses.

Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Payment types is a way to allow an employee to accurately record how they pay for something when they add an expense. There are default payment types already in Sage HR, but you can edit these or create new ones.

Only employees with administrator or expenses administrator access can follow these steps

Add an Expenses payment type

  1. Click your name in the top right, then click Settings.

  2. On the settings menu click Expenses then click Payment types.

  3. Click Add payment type.

  4. Name the payment type, then click Add.

📌TIP: To edit a payment type click on the pencil icon. To delete a payment type click on the bin icon.

Return to Set up Expenses

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