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Creating and submitting expenses on the web
Creating and submitting expenses on the web

Create card, bank transfer, company cash, reimbursement, mileage, and per diem expenses in the Payhawk web portal.

Boris Angelov avatar
Written by Boris Angelov
Updated in the last 15 minutes

Depending on the circumstances, you may need to create different company expenses in the Payhawk web portal 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 expense documents for the automatically created card expense in the Payhawk web portal:

  1. Log in to the Payhawk web portal.

  2. Go to Expenses > Submit.

  3. Click on the expense you need.

  4. Upload the expense document from your file system.

  5. Payhawk's optical character recognition (OCR) functionality will automatically populate expense data based on the document and the supplier. Review the automatically extracted information and fill out any other fields manually.

  6. Click on Submit.

Bank transfer, company cash, and reimbursement expenses

To create a bank transfer, company cash, or reimbursement expense in the Payhawk web portal:

  1. Log in to the Payhawk web portal.

  2. Go to Dashboard > Expenses.

  3. Click on the + New button.

  4. On the screen that loads, select Bank transfer, Company cash, or Reimbursement. For this example, click on Bank transfer.

    Note that for reimbursements, the screen will display your current reimbursement details. If they are incorrect, you can edit them by clicking the Edit button.

  5. Upload the expense document from your file system. Click on the Add 1 expense button.

  6. The Payhawk optical character recognition (OCR) feature will automatically extract the supplier data. Enter the required expense details, if any.

  7. Click on Submit.

Mileage expenses

To create a mileage expense in the Payhawk web portal:

  1. Log in to the Payhawk web portal.

  2. Go to Dashboard > Expenses.

  3. Click on the + New button.

  4. On the screen that loads, select Mileage.

  5. On the next screen, enter the details for your trip. Click on Add mileage.

  6. Click on Submit.

Per diem expenses

To create a per diem expense in the Payhawk web portal:

  1. Log in to the Payhawk web portal.

  2. Go to Dashboard > Expenses.

  3. Click on the + New button.

  4. On the screen that loads, select Per Diem.

  5. On the next screen, enter the details for your trip and stay, and select the meals that have been included in the price (deductions). Click on Add 1 expense button.

  6. In the next dialog, upload the expense document.

  7. Click on Submit.

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