Depending on the circumstances, you may need to create different expenses in the Payhawk mobile app and submit expense requests to the relevant approvers as per the defined workflows at your company.
Card expenses
Once you've paid with your corporate card, an expense is automatically created. To upload documents for the automatically created card expense in the Payhawk mobile app:
Go to Expenses > Submit.
Select the desired expense and add a note.
Add the document by tapping the + (plus) icon in the middle of the screen. As a result, your camera will open.
Note that depending on your operating system and phone, you may need to allow Payhawk to use your camera.
Take a photo or upload the document and tap the ✔ button.
Tap the Submit button. As a result, an expense request will be automatically submitted to the relevant approvers at your company.
Bills and reimbursements
To create a bill payment or reimbursement expense in the Payhawk mobile app:
Go to Expenses and tap the + (plus) button.
Select Bill or Reimbursement. For this example, tap Bill - the camera of your mobile phone will open.
Take a photo or upload the document and tap the ✔ button.
Fill in the currency and the amount, and tap the → button.
Add the required details and tap the ✔ button. As a result, an expense request will be automatically submitted to the relevant approvers at your company.
Mileage
To create a mileage expense in the Payhawk mobile app:
Go to Expenses, tap the + (plus) button, and select Mileage.
Add the vehicle and destination details. Tap Add mileage.
Fill in the required details and tap Submit. As a result, an expense request will be automatically submitted to the relevant approvers at your company.
You can also add recurring mileage expenses by selecting a previously submitted mileage expense, specifying the applicable dates for the recurrence (if any), and submitting the recurring expenses in bulk.
Go to Expenses, tap the + (plus) button, and select Mileage.
Under Recent, select the expense you want to duplicate.
Select the Add for multiple dates checkbox.
On the next screen, select the desired dates for the recurrence and click on Add mileage.
On the Expenses screen, select the expenses you want to submit.
Click on Submit.
Per diem
To create a per diem expense in the Payhawk mobile app:
Go to Expenses, tap the + (plus) button, and select Per diem.
Enter the required trip details.
In the Deductions field, select the meals that have been included in the price, if any.
Tap Create per diem. As a result, an expense request will be automatically submitted to the relevant approvers at your company.
