You can configure the visibility and the scheduling payment settings for reimbursements in Payhawk according to the requirements of your company.
For more information on defining expense types for your Group of entities, see the article about managing expense types on a group level.
Enabling reimbursements and setting their default payment schedules
You can enable employees at your company to submit expense requests for reimbursable expenses in the following way:
In the Payhawk web portal, go to Settings > Expense types > Reimbursement.
Switch on the toggle.
From the drop-down lists, define the following settings by selecting the corresponding options:
The Payhawk roles that will be able to submit expense requests for reimbursement.
Everyone - Enables all employees at your company to submit reimbursements.
Accounts and Administrators - Enables only Payhawk accountants and administrators at your company to submit reimbursements.
The default payment execution method for reimbursements at your company.
Immediately - Defaults the payment execution of reimbursements to immediate payment and is seen by employees in the Expenses > Pay > Confirm details field.
Specific date of the month - Defaults the payment execution of reimbursements to the specific date each month that you will define next and is seen by employees in the Expenses > Pay > Confirm details field.
(For Specific date of the month only) The number corresponding to the desired month day defines the day on which the reimbursement will be executed.
When done, click on Save changes.
The default payment execution method defined for the reimbursement expense type will be applicable to all reimbursable expenses such as mileage and per diem.
Disabling reimbursements
You can disable reimbursements for your company in the following way:
In the Payhawk web portal, go to Settings > Expense types > Reimbursement.
Switch off the toggle.
In the dialog that opens, confirm your choice and click on Disable.
