Can we add prepayments to an expense document?

Posted 2 months ago by Gabrielle Day

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Gabrielle Day
Gabrielle Day Admin

This query was raised during a recent webinar. Please see the answer in the section below. If you require further assistance, you can either add a comment or log a support ticket here.  

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Gabrielle Day

Gabrielle Day posted about 2 months ago Admin Best Answer

Yes — prepayments can be applied to expense documents, including 'Expense - Personal' and 'Expense - Credit card'. It needs the prepayment setting enabled on the expense document type, that document type added to the prepayment automation, and the account used on the expense line set to allow deferred/prepayment. Full steps here: Prepayments on Expenses : Customer Support  

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Gabrielle Day

Gabrielle Day posted about 2 months ago Admin Answer

Yes — prepayments can be applied to expense documents, including 'Expense - Personal' and 'Expense - Credit card'. It needs the prepayment setting enabled on the expense document type, that document type added to the prepayment automation, and the account used on the expense line set to allow deferred/prepayment. Full steps here: Prepayments on Expenses : Customer Support  

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