As an employee, you can create new expenses and add them to an existing report, or update a report by adding or removing existing 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:
In the Payhawk web portal, go to Expenses and select the desired expenses.
In the flyout dialog:
Choose Existing report.
From the drop-down list, select the desired report.
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:
In the Payhawk web portal, select the report.
Click on its three-dot menu and select Manage expenses.
In the dialog that opens:
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.
To remove expenses from the report, deselect the desired ones from the list.
Click on Save.