What is the Bank/Credit Account used for?

The Bank/Credit Account field used within the Expense module allows you to track which card was used to make the purchase; saving you time later when you reconcile your records. If you are connected to an accounting system such as QuickBooks, the list of values that you see will be the same as the bank accounts that exist within the accounting system. To make changes to this you will need to do so in the accounting system and then the updated list will sync to Contractor Foreman.
If you are not integrated with an accounting system, you can create a new Bank/Credit Account in one of two ways.

1: Go and open any Expense, then in the Bank Account field, type in the bank name and press Enter. This will add it to the list of available options as shown below.

2: Go to the Expense Module and click on the gear icon to open the Expenses Settings. Once there scroll down to the “Custom Data” section and click on the “Add Custom Entry +” button to add a Bank Account. Notice that there are another 2 tabs, Category and Generic Projects. You can add more here if needed.