How to Create a Matching Creditor Account (Creditor Expenses)

Created by Lukas Christensen, Modified on Mon, 30 Oct, 2023 at 11:04 AM by Lukas Christensen

First, you need to go into settings, which you can find at the top right corner.
Inside settings, you need to select accounting.
If you choose "default" as accounting practices, you have the option to select "creditor expenses" under expenses (see picture 1 below). If your accounting practice is "everything as a creditor invoice" you view will look like (picture 2 below).

Picture 1:

Picture 2:
Creditor expenses: When choosing "creditor expenses," you can create creditors for your users under "vendor". Once you have done this, your users will automatically be paid when they submit personal expenses through the mobile app. You can also set up a default expense creditor that will be picked, if the user dont have a matching creditor account.
Go to the "vendor" tab under integration inside settings.
Click on the blue plus icon.
You now need to fill out the Name , set the user as a Creditor and give the user a Number, in the pop-up that will appear on your right hand side. It is important that the creditor name is identical with the users name inside the system otherwise it wont match.
Under "Payment means" you can fill out the payment information.
When you have filled out all the information, then press on the blue create button.
Now you will be able to see the users matching creditor under "Accounting".