Before setting up your team structure, let's see how you can customize it to assist you in the best possible way.
In this article, we'll look at how to
include teams in your expense data
customize organization structure name
When you go to your Settings menu and click on Teams, you will see a toggle for each configuration.
Team organization and management
This toggle enables the Team feature and allows you to set your company structure. It is on by default. Feel free to disable it if you won't be using Teams.
Show Teams as a label in expenses
Whenever an employee that is part of a team creates an expense, their Team name will be reflected in that expense.
This toggle makes that information visible in the expense screen and in the export for administrators and accountants. For expenses submitted by employees who are not part of a team, managers and accountants can still select the team that this expense corresponds to (as shown below).
If this toggle is on, the team name and external ID will be visible for every expense in the export.
This toggle is off by default. So please make sure you turn it on if this information is relevant for you.
Setting a custom name
We know that every company uses a different term for organizing its employees. At Payhawk, the default term is Team, but you can set your own, e.g. Cost center, Project, or Department.
Once you change the name, this will be reflected in your expense screen as well as your export.
If you have more questions, don't hesitate to reach out via email or the chat window below.