One-time requests are requests that do not occur periodically.
You can also create and submit one-time requests by using the Payhawk Procurement Agent.
To create a one-time request:
In the Payhawk web portal, go to Requests.
Click on the + New button.
In the dialog that opens:
Select the type of request.
Describe the request, for example, why you need the goods or services.
(Optional) Attach a document for your recurring request, for example, a supplier quote. Payhawk's automation tool will try to automatically extract the request data and fill in the information in the respective fields.
Click on Continue. As a result, the request will be created.
Fill in the information included in the Request details section.
The Summary will appear as the title of your request.
The Description can hold information you consider important for approvers and reviewers to know.
In the Supplier field, choose the company from which you want to request the goods or services. If you cannot find it in the list of existing companies, Payhawk will prompt you to mark the supplier as new.
In Payment method, fill in the payment method for the request - whether it will be paid with a card or via bank transfer. If you ned to edit the payment method, click on Edit, provide the information, and click on Save.
In Special instructions, enter any special instructions you want approvers or reviewers to see.
Fill in the information included in the Additional information section. It will contain fields that were set as required for submitting this specific type of request by a Payhawk administrator at your company.
Fill in the information included in the Items to buy section - the description of the items you want to request, their quantity, and net unit price. To add new items, click on the Add new item button.
To submit the request, click on Submit.
