By defining group settings to your expense categories, document, note, and other built-in expense fields, you will avoid the need to specify identical options for each entity separately.
Setting default expense field configurations for the group
To apply group settings to the expense fields:
In the Payhawk web portal, go to Group dashboard > Settings > Expense fields.
Define the group settings by following the steps for configuring the expense field settings for individual entities.
Click on Save changes.
In the dialog that opens, click on Apply.
Applying group settings cannot be reverted.
Applying individual expense field settings to specific entities within the group
You can opt out of the default expense field settings and apply individual ones to specific entities within the group.
In the Payhawk web portal, go to Group Dashboard > Settings > Entities.
The grey circles imply that the entity is using the default group settings.
The yellow circles imply the entity is using individual settings.
Under the EXPENSE FIELDS column, click on the circle against the desired entity.
On the next screen, check the ENTITY SPECIFIC radio button.
Click on Save changes.
In the dialog that opens, check the checkbox and click on Save to confirm your choice.
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.
