The payment modes available to your employees depends on multiple factors. 'Default' payment mode means the payment mode which will be auto-filled whenever an employee tries to create an expense. (on web app, mobile app, Gmail extension, Outlook add-in, Slack, or via email forwarding)

Please Note: To change any default already set, you will have to contact the CS support team at [email protected].

Corporate Cards enabled

Set Corporate Card as default

If your Organization uses Corporate Cards, you can set 'Corporate Card' as the default payment mode for all employees with a Corporate Card assigned to them. Employees with no Corporate Card assigned to them will have Personal Card/Cash as the default payment mode. The admin's view will look like this:

Set Corporate Card as the only payment mode

The admin can also ask the support team to set Corporate Card as the only payment mode. What this essentially does is remove 'Personal Card/Cash' completely.* The admin's view will look like this:

Corporate Cards disabled

If the Corporate Card section is disabled for your Organization, 'Personal Card/Cash' will automatically become the default payment mode. The admin's view will look like this:

What about mileage and per diem expenses?

Mileage and per diem expenses are reimbursable by default. The employees will not see any payment mode for them as the expenses are by default 'Personal Card/Cash'.*

*Advances

Only those employees who have advances issued to them will see advance as a payment mode in their expense forms. (include mileage and per diem)

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