Payments
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      1. ConstructionOnline Knowledge Base
      2. Purchasing
      3. Payments

      Specify Payment Method

      Indicate the method in which a Payment was made within ConstructionOnline's OnCost™ Purchasing

      BACKGROUND

      Engineered for end-to-end financial management, ConstructionOnline's OnCost Purchasing module allows construction companies to document financial transactions from creation to completion. To support thorough documentation of payments made, ConstructionOnline™ enables companies to specify the method in which a recorded transaction was reconciled. With the ability to choose from preloaded options or create custom units that fit their specific financial processes, construction companies are empowered with flexibility to ensure accurate financial management and organization. 

      STEPS TO SPECIFY PAYMENT METHOD 

      1. Navigate to the desired Project via the Left Sidebar.
      2. Select the Financials tab and choose the Purchasing category. 
      3. Navigate to the Payments tab, and then, within the "Purchasing" pane, locate the Payment you wish to update.
      4. Right-click on the Payment, and select "Edit" from the dropdown menu.
      5. Within the "Details" tab of the blade extension, locate the "Payment Method" field. 
      6. Assign or update the Payment Method by clicking into the "Payment Method" field and selecting the desired option from the dropdown menu. 
        1. ConstructionOnline provides five preloaded options: Credit Card, Check, Cash, ACH, and Wire Transfer. 
        2. The "None" option is selected for this field by default and appears first within the dropdown menu.
        3. Other Payment Method Units fall below the dotted line and, when selected, immediately populate to the Payment Method field. 
        4. Payment Method Units can be customized by clicking the gear icon ⚙️ at the top right corner of the dropdown menu.
      7. Finalize the newly designated Payment Method by clicking the blue "Save" button.

      ⭐ Prefer to work spreadsheet-style? Certain Payment details can be edited directly within OnCost Purchasing's powerful dynamic table. Simply click into the desired cell on the table and make your modifications. 

      ⭐ Need to quickly identify Payments based on their assigned method? The Payment Method field can be used to organize Payments within the Group By View! 

      ADDITIONAL INFORMATION

      • Subscription Level: ConstructionOnline's Purchasing module is available for companies with current ConstructionOnline subscriptions at the Team, Business, and Enterprise levels.
      • Permissions: ConstructionOnline Company Users must have Purchase Orders, Bills, and Payments permissions set to "Can Create & Edit" or "Can Create, Edit & Delete" to edit Payment details, including the Payment Method field. 
        • Purchase Orders, Bills, & Payments permissions are set and managed at the Company level. For more information on editing Company-Level permissions, visit this FAQ.
      • ClientLink™/TeamLink™ Access: ClientLink and TeamLink Users do not have access to the Purchasing feature via the Project Portal.
      • CO™ Mobile App: The Purchasing feature is exclusively available via browser access to ConstructionOnline. 
        • The Purchasing feature cannot be accessed through the CO Mobile App.

      HAVE MORE QUESTIONS? 

      • If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA Support Page for additional options.