Managing expense types on a group level

Manage the expense types of the entities on a group level with multi-entity management in Payhawk.

Desislava Mihaylova avatar
Written by Desislava Mihaylova
Updated over a week ago

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

Specifics

Applying group settings on the expense types cannot be reverted.

Applying group settings for bank transfers

You can define whether the default payment execution for bank transfers will be immediate or scheduled for the expense due dates.

  1. Log in to the Payhawk web portal.

  2. Go to Settings > Expense types > Bank transfer.

  3. On the next screen, switch on the Enable bank transfer expenses toggle button to enable the bank transfer payments for your group.

  4. From the drop-down menus, select:

    • The Payhawk roles that will be able to submit expense requests for bank transfers.

      • The Everyone option implies that all employees in your group of entities, including the Payhawk employee role, can submit expenses for bank transfers.

      • The Accounts and Administrators option implies that only these Payhawk roles in your group of entities can submit expenses for bank transfers.

    • The default payment execution method for bank transfers 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.

  5. Click on Save changes. In the dialog that opens, click on Apply.

Applying group settings for the other expense types

To apply group settings to the mileage type, for example:

  1. Go to Settings > Expense types > Mileage.

  2. On the next screen, switch on the Enable mileage expenses toggle button to enable the mileage expense type for your group.

  3. From the drop-down menus, select the Payhawk roles that will be able to submit mileage requests.

    • The Everyone option implies that all employees in your group of entities, including the Payhawk employee role, can submit expenses for bank transfers.

    • The Accounts and Administrators option implies that only these Payhawk roles in your group of entities can submit expenses for bank transfers.

  4. Click on Save changes. In the dialog that opens, click on Apply.

Applying default group settings for expense types to entities

You can apply the already defined group settings for expense types to other entities:

  1. Go to Entities and select the desired entity.

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

  3. In the dialog that opens, mark the checkbox and click on Save to confirm your choice.

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

Useful resources

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