For businesses with multiple entities, it's essential to extend your Payhawk setup and onboard each additional organization. This checklist is designed to streamline the onboarding process, allowing you to complete it efficiently and independently.
If you require further assistance, don’t hesitate to contact your Implementation Manager.
Working with this checklist
Go step by step through the needed articles below.
To make things easier, open any linked Help Center articles in separate tabs. This way, you can avoid repeatedly navigating back and forth.
Ensure the setup aligns with the configurations of your existing entities, where applicable, to standardize global policies, guidelines, and settings, promoting consistency and minimizing errors.
Pro tip
If you are on Payhawk's multi-entity management (MEM) Enterprise offering, you can reduce the efforts in managing individual entity setups by up to 80%.
If you are already on the Enterprise plan and want to use it, contact your Implementation Manager.
If you are not on the Enterprise plan but are interested in the various features it provides, contact your Account Manager.
Setting up your additional entities
For customers using the MEM solution
For customers using the MEM solution
Step 1 - Complete the KYC verification process
Step 2 - While awaiting KYC approval
(Group) Add the new entity to your MEM group.
(Entity) If your company uses an active ERP or API connection, integrate your ERP and accounting software.
(Entity) Configure the additional supplier fields.
(Entity) Import your suppliers into the system.
(Entity) If your company is using external export instead of an active ERP connection, contact Payhawk Support or your Implementation Manager to sync it.
(Entity) If included in your plan, configure purchase orders and discrepancy rules.
(Entity) If included in your plan, configure your budgets.
Step 3 - After KYC approval
(Entity) Fund your Payhawk account.
(Entity) Configure your company's spend policies.
(Entity) Issue payment cards to your employees.
For customers not using the MEM solution
For customers not using the MEM solution
Step 1 - Complete the KYC verification process
Step 2 - While awaiting KYC approval
If your company uses an active ERP or API connection, integrate your ERP and accounting software.
Sync the data between the systems and upload your Chart of Accounts.
If your company is using external export instead of an active ERP connection, contact Payhawk Support or your Implementation Manager to sync it.
If included in your plan, configure purchase orders and discrepancy rules.
If included in your plan, configure your budgets.
Step 3 - After KYC approval
Good to know
SSO doesn't need to be configured individually as long as users share the same email domain and are part of the same Identity Provider instance. If your company is not using SSO, follow the steps in the article on using SSO and setting up SAML with Payhawk and, then, contact the Payhawk Support Team.
For categories, suppliers, and custom field values, you can export the list from your existing entities and easily import it into the new entity, provided they require the same values.