As a Payhawk administrator, you can enable or disable expense reports for your employees and also edit the settings of the expense report type from the Payhawk web portal.
Currently, Payhawk supports only the Trip expense report type.
Enabling expense reports
To allow your employees to submit expense reports:
In the Payhawk web portal, go to Settings > Expense reports.
Switch on the toggle.
Editing report type settings
You can edit the report type settings in the following way:
In the Payhawk web portal, go to Settings > Expense reports and select the desired report type.
Under Report fields, you can:
Add a new field:
Click on Add field.
Select a name.
Configure which roles can create expense reports.
Define whether the report field will be required for submission.
Define the fields that Payhawk will use to automatically match expenses to the report.
Click on Add.
Edit an existing field:
Click on the Edit icon (pencil) of the desired field.
Update the available options.
Click on Save.
Remove a field:
Click on the Delete icon (trash) of the desired field.
In the dialog that opens, click on Remove to confirm the deletion.
Under Settings, you can update the report visibility and the allowed types of expenses employees can add to the expense report.
Click on Save changes.
Deleting expense report types
As a Payhawk administrator, you can remove an expense report type:
In the Payhawk web portal, go to Settings > Expense reports.
Hover over the report and click on the Trash icon.
Click on Delete to confirm the deletion.
Useful resources