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Connecting Payhawk to TravelPerk

Enable the generation of invoices for each TravelPerk expense with Payhawk cards and connect the systems for automated expense matching.

Daniel Shushkov avatar
Written by Daniel Shushkov
Updated over a week ago

The supported Payhawk-TravelPerk integration allows the automatic upload of TravelPerk invoices and the population of expense and payment information to the Payhawk system. Each time you make an expense on TravelPerk, all invoices are automatically imported to Payhawk on an hourly basis.

Prerequisites for card payments

Before you try to connect TravelPerk and Payhawk, make sure you enable TravelPerk to generate an invoice each time your employees create card expenses by configuring your Billing > Invoice cycle settings in TravelPerk:

  1. Open TravelPerk.

  2. Go to Account Settings > Payment profiles.

  3. Select the payment profile of the card with which you want to pay.

  4. From the Billing > Invoice cycle drop-down menu, select Instant.

Connecting to TravelPerk

To connect Payhawk to TravelPerk:

  1. In the Payhawk web portal, go to Settings > Integrations > TravelPerk.

  2. Click on Connect.

  3. On the next screen, click on Continue. As a result, you'll be redirected to TravelPerk.

  4. Log in and authorize Payhawk to retrieve your expenses.

  5. When done, you'll be returned to the Choose travel expense managers step of the connection process. From the Travel expense managers drop-down, assign the expense owners for bank transfers and card expenses.

  6. Choose whether also to allow Travel Expense Managers to manage expense documents for card payments by selecting (or not) the checkbox.

  7. Click on Continue.

Only the Travel Expense Managers will be able to process bank transfer documents. If you don't select at least one Travel Expense Manager and receive a bank transfer, the document will be sent to the Payhawk administrators of the account to process. For more information, see the section with tips and tricks on using Payhawk with TravelPerk.

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