Hi!
Our on-demand export allows you to get the exact data you need. To slice-and-dice it as you wish and to always be on top of your numbers. Below you will learn what types of on-demand export files Payhawk offers as well as how to export them.
What types of on-demand export files does Payhawk offer?
Every accountant and administrator in Payhawk can export all the available information in the following formats:
Excel
CSV (with or without document images)
PDF full account statement - read more about it here
Our Excel and CSV exports include the following data
Balance statement of all your Payhawk accounts
Payments all the expenses that have been paid through Payhawk (ordered by the date of settlement, transaction ID, transaction description, paid amount, supplier name and VAT number, document date, document number, tax and the total amount, etc.)
Unpaid expenses that are in the Payhawk portal for the selected period (supplier name and VAT number, document date, document number, tax and the total amount, payment reference, payment source, etc.)
External payments - all the expenses that have been marked as paid but through an external system. (supplier name and VAT number, document date, document number, tax and the total amount, etc.)
Deposits - all the incoming wallet transfers that you have received
For accounting purposes, Payhawk only exports settled transactions. If you want to learn more about the difference between authorized vs. settled transactions and why this is important for your accounting, please read our article about it.
How to export on-demand data from Payhawk?
Click on the Export app on the right side of your home screen
Select one of the predefined periods or a specific date range
In the Export to button, we show you how many expenses will be exported for the selected period
Click on the Export button
On the right side of the screen, we show you all on-demand export options
Select the on-demand export file type that you need
Click on the Export button to start the download.
For the CSV with documents export file, we send you an email with a download link. For security reasons, this link is active for 12 hours.
More questions? Feel free to chat with us. 💳