The Expense Reports feature is currently in its Open Beta phase. Here's a preview of the upcoming roadmap implementations planned to roll out soon.
Adding and configuring expense report types in the portal
As a Payhawk administrator, you can enable expense reports in the following way:
In the Payhawk web portal, go to Settings > Expense reports.
Switch on the Expense reports toggle.
Click on Add type.
In the dialog that opens, define the following report settings:
Name
Description
Visibility
Allowed expense types
Click on Add to save.
Approving, declining, and returning expense reports in the app
To approve an expense report from the Payhawk mobile app:
Go to your Inbox.
Select the desired expense report and click on Approve.
You can still approve expenses separately and decline or return an expense to the employee if needed. Once all expenses have been approved individually, you will be prompted to confirm the approval of the whole report.
Paying expense reports in the portal
Once reviewed, an expense report moves to Expenses > Pay.
In Confirm details, select the report and click on Confirm.
In Authorise, click on Authorise. You'll receive a push notification from the Payhawk mobile app to authorize the payment.
Confirm the payment in the app to execute.