To get reimbursed for expenses you paid for out of your pocket, you need to add your bank details so that your entity representatives know which account to feed.
You can initially provide your payment details or subsequently update them both from the Payhawk mobile app and web portal. Also, you can ask your manager to do these for you.
If you need to remove your bank details used by your company for reimbursement, contact Payhawk Support at support@payhawk.com.
Notes
When adding your reimbursement details, note the following:
The payment details you'll be requested to provide differ depending on the currency in which you want to be reimbursed.
For example, for GBP, you'll be required to provide the sort code of your bank and your account number. For USD, you'll be required to provide your account number, your 9-digit routing number, and your account type (checking, savings, general ledger, or loan).
To add your bank details for more than one entity, you'll need to repeat the relevant process as described below.
Adding your reimbursement details from the mobile app
To provide your reimbursement bank details in the Payhawk mobile app:
In the Payhawk mobile app, tap your profile icon.
Go to Reimbursement details and select the entity for which you want to add your bank details.
Go to the Currency field and select the currency in which you want to be reimbursed. Tap Select.
Enter the bank details that are required for making the transfer in the desired currency.
Tap Save.
Editing your bank details from the mobile app
To edit your personal bank details the company can use for reimbursements from the Payhawk mobile app:
In the Payhawk mobile app, tap your profile icon.
Go to Reimbursement details and modify the data you need.
Tap Save.
Adding your reimbursement details in the browser
To provide your reimbursement bank details in the Payhawk web portal:
In the Payhawk web portal, hover over your profile icon and go to Manage account > Reimbursement details.
Choose the entity for which you want to add your bank details.
From the drop-down menu, choose the currency in which you want to be reimbursed.
Enter the bank details that are required for making the transfer in the desired currency.
Click Save changes.
Editing your bank details in the browser
To edit your personal bank details the company can use for reimbursements:
In the Payhawk web portal, hover over your profile icon and go to Manage account > Reimbursement details.
Modify the data you need and click on Save changes.