In the professional world, there are no specific rules on how an expense should be paid (credit card, cash, etc). Therefore, in Jenji a list of payment methods are available by default in the configuration.
Is it possible to delete payment methods that are not used?
I'm using Jenji Solo
Payment methods cannot be deleted on a free plan.
However, here is a tip! You can choose your default settings.
To do such, go to your personnal space https://app.jenji.io/login:
- Access the Settings by clicking on the tab at the top right of the screen.
- In your Company settings > General, then go to the Payment method Tab
- By selecting the relevant payment method, you can deactivate it by clicking on the cross icon.
Note: Your expenses previously entered with a deactivated payment method will retain that payment method.
We are giving you a sneak preview of a tip! It is to define your default settings.
To do this, go to your personal space https://app.jenji.io/login:
- Access the Settings by clicking on the tab at the top right of the screen.
- Configure your default Payment method, Currency and Country.
This way, these fields will be automatically completed when submitting an expense. Easy, right?
I'm using Jenji Team / Jenji Enterprise
Payment methods can be deleted on a paid plan.
The list of payment methods you would like to delete must be sent by email to support@jenji.io.
Take note that only payment methods that are not associated to expenses can be deleted.
You can however deactivate your payment methods from your settings.
- Access your account settings by clicking on the top right of your screen.
- From the Company settings > General menu, go to the Payment method tab.
- By selecting the relevant payment method, you can deactivate it by clicking on the cross icon.
Note: Your expenses previously entered with a deactivated payment method will retain that payment method.