Managing expense fields on a group level

Manage the expense fields of the entities on a group level with Payhawk's multi-entity management capability.

Boris Angelov avatar
Written by Boris Angelov
Updated over a week ago

The Group dashboard and multi-entity management capabilities in Payhawk allow you to manage your workflows on a group level. In this way, you will avoid the need to specify identical settings for each entity.

To apply group settings to the expense fields:

  1. Log in to the Payhawk web portal.

  2. On the Group dashboard, go to Settings > Expense Fields.

  3. Define the group settings by following the steps for configuring custom approval expense fields.

  4. Click on the Save changes button to save the group settings.

  5. In the dialog that opens, click on Apply to confirm the changes.

Applying group settings cannot be reverted.

To see which entities apply group settings and which use individual ones, go to the group Dashboard and select Entities.

You can also apply the already defined group settings to other entities:

  1. Log in to the Payhawk web portal.

  2. On the Group dashboard, click on Entities and select the desired entity.

  3. On the next screen, check the GROUP DEFAULTS radio button for Expense Fields and click on Save changes.

  4. On the popup that appears, check the I understand that this operation cannot be undone checkbox and click on Save.

If an entity inherits group expense fields, the local Administrator will not be able to modify them as they will be displayed as read-only.

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