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marysmcdon
Level 2

Is there a way to have the payment method of "Credit Card" come up automatically when I am entereing an expense where the Credit Card is the payment account?

 
1 Comment 1
JaneD
Moderator

Is there a way to have the payment method of "Credit Card" come up automatically when I am entereing an expense where the Credit Card is the payment account?

Hi there, marysmcdon.

 

You'll have to enable the Pre-fill forms with previously entered content option in the company preferences, so that the credit card fills in automatically when creating an expense. Let me show you how.

 

This feature automatically fills other fields of the form, based on the last saved transaction for that customer, supplier, or employee. To do so, please follow these steps:

 

  1. Go to the Gear icon located in the upper right-hand corner.
  2. Under You Company, choose Account and Settings.
  3. In the Advanced tab, click on the pencil icon for you to edit the Automation section.
  4. Mark to select Pre-fill forms with previously entered content checkbox.
  5. Once you're done, choose Save and Done.

Here's a great article that will provide more information: Auto-recall to pre-fill transactions.

 

Otherwise, you may consider setting up a recurring expense transaction: Create templates for recurring transactions.

 

That should do it. Please let me how it goes by leaving a comment below. I'm always here to help. Have a great weekend.

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