After you have defined your custom expense fields, such as projects, cost centers, or other characteristics of your expenses, you can define specific managers for each custom field value.
The manager you will define is important if you need expense approval based on these custom fields, for example, if expenses for different projects have to be approved by different project managers.
Adding managers to custom expense fields
To assign managers to custom expense fields in Payhawk:
Log in to the Payhawk web portal.
Go to the Settings > Expense fields > Custom fields section.
Click on the desired custom expense field. For this example, select Cost center. The user interaction is identical for all custom expense fields to which you may need to assign managers.
Under the Values tab, select the desired field - for example, Hardware - and click on Edit.
In the dialog that opens, click on the drop-down menu and select the person or people (one at a time) you want to be the managers for the hardware cost center.
Close the dialog by clicking on X.
Removing managers from custom expense fields
To remove managers from custom expense fields in Payhawk:
Go to the Settings > Expense fields > Custom fields section.
Click on the desired custom expense field. For this example, select Cost center. The user interaction is identical for all custom expense fields to which you may need to assign managers.
Under the Values tab, select the desired field - for example, Hardware - and click on Edit.
In the Cost center managers dialog that opens, hover over the name you want to remove and click on x.
Close the dialog by clicking on X.
