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Personal Payment Methods
Personal Payment Methods

Setting up external payment methods that you use for your expenses

Updated over 3 months ago

If you frequently use a personal payment card or bank account to pay for company expenses, you can a define an external (non-Expend card) payment method that you specify when creating your expenses.

Use the Expend web app to set up and manage your personal payment methods.

Adding a personal payment method

  1. In the sidebar menu on the left, under CARDS & PAYMENTS, click Personal Payment Methods.

  2. Click Add Payment Method in the upper right corner.

  3. Choose the payment type (Bank Account or Card), enter the account/card details, and optionally enter a nickname to help you identify the payment method.

  4. Click Save.

Editing a personal payment method

You can edit the nickname or delete the payment method.

  1. In the sidebar menu on the left, under CARDS & PAYMENTS, click Personal Payment Methods.

  2. Find the payment method and click Manage.

  3. To edit, make the necessary changes and click Save.
    To delete, click the Delete button.

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