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Exporting expenses and payments on demand

Export card, cash, and bank payment transactions from Payhawk to the ERP system.

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Written by Payhawk
Updated this week

You can export expense data for settled transactions upon request (on demand).

Specifics

  • All on-demand reports are downloaded directly in the browser.

  • At the time of file download, you will also receive an email with a download link, which, for security reasons, is only valid for 12 hours.

Generating on-demand exports

To generate an expense report on demand in Payhawk:

  1. Log in to the Payhawk web portal.

  2. Go to the Export app and click on the Export button.

  3. In the dialog that opens and from the Period drop-down list, either select a predefined period or choose the Custom period option to define a specific date range.

  4. Select the type of report you want to export:

    • To export the data in Excel, select the Excel option.

    • To export the data in CSV without document images, select the CSV option.

    • To export the data in CSV with document images, select the CSV with document images option.

    • To export an account statement in PDF, select the Account template option.

    • To export an account statement in an MT940 format, select the MT 940 option.

    • To export the data in a custom format, select from the available accounting templates.

    • To export a carbon emissions report, select the Carbon emissions report option.

  5. Click on the Export [number] expenses button to generate the report.

Useful resources

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