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Creating, editing, and deleting scheduled email reports
Creating, editing, and deleting scheduled email reports

Learn how to schedule daily, weekly, or monthly expense exports in CSV, Excel, or MT940 format to a pre-defined set of emails.

Neda Velkova avatar
Written by Neda Velkova
Updated over a week ago

Payhawk enables you to schedule your expense reports in CSV, Excel, and MT940 formats and define the frequency at which they will be sent to you or your team by email.

Before sending out the scheduled report, Payhawk will remind cardholders to upload any outstanding receipts or add incomplete expense information.

Creating scheduled exports

To create a scheduled export in Payhawk:

  1. Log in to the Payhawk web portal.

  2. Go to Dashboard > Exports.

  3. Click on the Add scheduled export button.

  4. From the drop-down menus, select the team member who will receive the scheduled report, its format, and its frequency.

  5. Click on Save to confirm your choice.

Editing and deleting scheduled exports

To edit a scheduled export:

  1. Go to Dashboard > Exports.

  2. Hover over the desired export and click on the Edit icon.

  3. Update the required information and click on Save to confirm your changes.

To delete a scheduled export:

  1. Go to Dashboard > Export.

  2. Hover over the desired export and click on the Trash icon.

  3. In the dialog that opens, click on Delete to confirm your choice.

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