You can configure the settings for the bill, company cash, and reimbursement expense types in Payhawk according to the requirements of your company.
For more information on defining expense types for your Group of entities, see the article about managing expense types on a group level.
Enabling bills and setting scheduled bill payments
To enable and customize the bill expense type in Payhawk:
Log in to the Payhawk web portal.
Go to Settings > Expense types > Bill.
On the next screen, switch on the Enable bills toggle button to enable the bill payments for your company.
From the drop-down menus, select:
The Payhawk roles that will be able to submit expense requests for bill payments.
The Everyone option implies that all employees at your company, including the Payhawk employee role, can submit expenses for bills.
The Accounts and Administrators option implies that only these Payhawk roles at your company can submit expenses for bills.
The default payment execution method for bills at your company.
The Immediately option defaults the Payment execution field in Pay > Confirm details to Immediate.
The Expense due date option defaults the Payment execution field in Pay > Confirm details to the due date of the expense as extracted by the Payhawk OCR tool.
Click on Save changes to confirm your settings.
Enabling company cash and reimbursements
To enable employees to request to spend company cash and to be reimbursed for company expenses they've paid with their own money:
Go to Settings > Expense types.
Select the desired expense type, for example, Company cash.
To allow employees at your company to request company cash, switch on the toggle button.
From the drop-down menu, select the employees who will be able to submit expense requests for company cash, for example, Everyone.
Click on Save changes to confirm your settings.
Disabling bills, company cash, and reimbursements
To disable the bill, company cash, or reimbursement expense types in Payhawk:
Go to Settings > Expense types.
Select the desired expense type, for example, Bill.
To disable employees at your company to submit expense requests for bill payments, switch off the toggle button.
Click on Save changes.
In the dialog that opens, confirm your choice and click on Disable.
