Payment types

SECURITY  Security level with Admin permission to configure Finance, Accounting, & Invoicing. Refer to Admin security settings.

NAVIGATION   > Admin > Features & Settings > Finance, Accounting & Invoicing > Payment Types

Do you need payment types?

If you use expense reports, you need payment types. They are used to describe how an expense item that appears on an Autotask expense report was paid. The most important attribute is whether the payment type is reimbursable to the resource or not, since this directly impacts the amount due to the resource. To open the page, use the path(s) in the Security and navigation section above.

EXAMPLE  An expense charged to the company credit card would not be reimbursable, but an expense charged to a resource's private credit card would be.

NOTE  If the expense type has been used on an expense item in your Autotask instance even once, the Reimbursable check box will be disabled. This will prevent large data changes to be triggered.

The payment type information will also appear as a reference field on the Terms tab of the Add/Edit Quote page.

Option Description

Edit, Edit [Entity Name]

Puts the selected row into Edit mode or opens the Edit <Option> dialog. The fields that can be edited are usually the ones you populate when you create a new list item. Make your changes and click Save, or Cancel.

NOTE  On some pages, you may not be able to edit System options.

Activate/Inactivate, Activate/Inactivate [Entity Name]

New options are active by default.

  • When an option is inactivated, it is no longer available for use, but existing associations with other entities remain in place and in effect.
  • You will be unable to inactivate an option that is referenced elsewhere.

NOTE  Sometimes, the association that prevents inactivation is not obvious. For example, to inactivate a ticket status associated with Incoming Email Processing, you must select a different one first.

Delete, Delete [Entity Name]

The ability to delete an option is severely restricted. List options cannot be deleted if:

  • The option is a system option
  • The option is the default option where a default is required
  • The option is associated with (has been used for) an entity

IMPORTANT  To preserve data integrity, Autotask prevents deletion of entities that have dependent entities or are referenced elsewhere! If you are unable to delete an entity, you should inactivate it to make it unavailable for use.