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:
Open the Payhawk mobile app.
Go to Expenses > Submit.
Select the desired expense by tapping it.
In the dialog that opens, fill in the required data (Note).
Add the document by tapping the + (plus) icon. As a result, your camera will open.
Note that depending on your operating system and phone, you may be asked or prompted to allow Payhawk to use your camera.
Take a photo or upload the document. Click on the ✔ button.
Tap the Submit button. As a result, an expense request is automatically submitted to the relevant approvers at your company.
Bank transfers and reimbursements
To create a bank transfer or reimbursement expense in the Payhawk mobile app:
Open the mobile Payhawk app.
Tap the Expenses > + (plus) button.
On the screen that loads, tap Bank transfer or Reimbursement. For this example, tap Bank transfer. As a result, the camera of your mobile phone opens.
Take a photo or upload the document. Tap the ✔ button.
On the next screen, check the currency and amount. Tap the → button.
In the new dialog, add the required details. Tap the ✔ button. As a result, an expense request is automatically submitted to the relevant approvers at your company.
Mileage
To create a mileage expense in the Payhawk mobile app:
Open the mobile Payhawk app.
Tap on the Expenses > + (plus) button.
On the screen that loads, tap Mileage.
On the next screen, add the vehicle and destination details. Tap Add mileage.
On the next screen, enter the required details. Tap the Submit button. As a result, an expense request is 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, click on the + New 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:
Open the mobile Payhawk app.
Tap the Expenses > + (plus) button.
On the screen that loads, tap Per Diem.
On the next screen, 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 is automatically submitted to the relevant approvers at your company.
