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.
Payhawk accountants and administrators can also create expenses on behalf of employees, add them to reports, and manage employee expense reports.
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.
To add new expenses to an existing report:
In the Payhawk web portal, go to Expenses and select the desired expenses.
In the flyout dialog:
Choose Add to an 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 existing expenses to 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.
To add existing expenses to an existing report:
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.
Click on Save.
Alternatively, to add an expense to a report:
In the Payhawk web portal, go to Expenses.
Select the expense you want to add.
Click on its three-dot menu and select Add to an expense report.
In the dialog that opens, select the expense report to which you want to add that expense from the drop-down list.
Click on Save.
Removing existing expenses from a report
As an expense owner, you can remove an expense from your existing report. You can do this either before you submit the report or after it's been returned to you for editing.
To remove existing expenses from an existing report:
In the Payhawk web portal, select the report.
Click on its three-dot menu and select Manage expenses.
In the dialog that opens, deselect the desired ones from the list.
Click on Save.
Alternatively, to remove an expense from an expense report:
In the Payhawk web portal, select the report.
Select the expense you want to remove.
Click on its three-dot menu and select Remove from report.
In the dialog that opens, click on Confirm.
