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Creating expense reports and managing included expenses

Create your expense report and add or remove expenses from it.

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Written by Payhawk
Updated over 2 weeks ago

If expense reports are enabled for your company, you as an employee can create expense reports and also manage the included expenses by adding or removing them if needed.

Creating expense reports in the same way as new expenses

If expense reports have been enabled for your company, employees can create an expense report in the same way they create a new expense.

Payhawk accountants and administrators can also create expense reports with new expenses on behalf of employees in the following way:

  1. In the Payhawk web portal, go to Expenses.

  2. Click on New.

  3. Select the report type, fill in the report description, its start and end dates, and any other required fields.

  4. Click on Create report. As a result, the report can be viewed under the Expenses > Submit tab.

    If the dates overlap with another report, the system will display an error.

Creating expense reports from selected expenses

If expense reports have been enabled for your company, employees can create an expense report when selecting the expenses that have to be included in it.

Payhawk accountants and administrators can also create expense reports from selected expenses on behalf of employees in the following way:

  1. In the Payhawk web portal, go to Expenses and select the expenses to include.

  2. In the flyout dialog:

    1. Choose New [report name] report.

    2. Fill in the report description, its start and end dates, and any other required fields.

    3. Click on Add to report to create the report with the selected expenses.

Creating expenses and adding them to a report

As an expense owner, you can add an expense to your existing report at the time you create it. You can do this either before you submit the report or after it's been returned to you for editing.

Payhawk accountants and administrators can also create expenses and add them to a report on behalf of employees in the following way:

  1. In the Payhawk web portal, go to Expenses and select the desired expenses.

  2. In the flyout dialog:

    1. Choose Existing report.

    2. From the drop-down list, select the desired report.

    3. Click Add to report to add the selected expenses to the existing report.

Adding and removing existing expenses from a report

As an expense owner, you can add an expense to your existing report after it's been created. You can do this either before you submit the report or after it's been returned to you for editing.

Payhawk accountants and administrators will also have access to the Manage expenses option of employees' expense reports and can manage the expenses in the following way:

  1. In the Payhawk web portal, select the report.

  2. Click on its three-dot menu and select Manage expenses.

  3. In the dialog that opens:

    1. To add more expenses to the report, select the desired ones from the list.

      The list of other expenses will include those that you own, have not yet been submitted, fall outside the defined period, and are of a supported expense report type.

    2. To remove expenses from the report, deselect the desired ones from the list.

  4. Click on Save.

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