Hi,
Payhawk offers you the option to close and archive specific time periods.
This is especially important for our Spanish and German customers. The expense archive functionality follows the Spanish state tax regulations as well as the GoBD directive and enables you to do paperless accounting.
Please remember:
You can close and archive all expenses for a given month. You cannot archive a single expense.
You can close and archive multiple months at the same time.
Payhawk archives all expenses with a Service period date in the selected period. If you don't use the Bookkeeping module, Payhawk will use the document date as a base.
After closing and archiving a period, you can access, see, and export every archived expense. You cannot change or delete it in any way.
Close and archive a single month:
Follow the steps below to close and archive your month's expenses:
Log into your Payhawk account
Select the Archive app
In the column Not reviewed Payhawk shows you how many expenses in this month are not marked as reviewed. You can click on this number. It will show you these expenses.
Select a month by clicking on its icon
You need to confirm that you want to close and archive this period
Select the Archive 1-month button
Close and archive multiple months:
Follow the steps below to close and archive multiple months' expenses:
Log into your Payhawk account
Select the Archive app
In the column Not reviewed Payhawk shows you how many expenses in this month are not marked as reviewed. You can click on this number. It will show you these expenses.
Select multiple months by clicking on their icons
You need to confirm that you want to close and archive these periods
Select the Archive 2 months button
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