As an employee, you can create new expenses and add them to an existing report, or add and remove existing expenses from a report.
Adding new expenses to existing expense reports
Expenses can be added only to unsubmitted expense reports.
You can add new expenses to an existing report in the following way:
In the Payhawk mobile app, go to Expenses.
Payhawk will display a prompt for you to submit any pending expense reports:
Tap View.
On the next screen, tap Add new expense.
Alternatively, tap the + (plus) button.
On the next screen, select an expense type for your expense.
Upload the receipt and confirm by tapping ✔.
Enter the amount and tap Continue. As a result, Payhawk will pre-fill the available data of the export report.
If no changes are needed, tap Submit.
If you want to edit the data, modify it and tap Save. As a result, the expense will be added to your report.
When done, tap Submit 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.
In the Payhawk mobile app, select the report.
Tap 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.
Tap Save.