Apart from the general, payment, contact, and pre-defined additional supplier details, from the Expense categorization tab for a supplier, you can also define values for built-in and custom expense fields that relate to expenses matched to that supplier.
Notes on editing supplier expense categorization
The Suppliers > Expense categorization tab for a supplier displays the Category and Tax rate built-in expense fields by default. In this way, you can specify the values for these fields and they'll be automatically applied to the expenses matched with that supplier.
The Suppliers > Expense categorization tab for a supplier will display any custom expense field whose suggestion strategy was set to Supplier by a Payhawk administrator at your company. In this way, you can specify the value of that custom expense field and it'll be automatically applied to the expenses matched with that supplier.
Modifying the expense categorization for a supplier
To edit the expense categorization for a supplier:
Log in to the Payhawk web portal.
Go to Suppliers.
Select the desired supplier by clicking on it.
Under the Expense categorization tab, click on the Edit button.
To change the desired values, use the respective drop-down menus and select the new data. Optionally, add a note regarding the changes you've made.
Click on Save to confirm your changes.
