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Uploading and viewing receipt notes for purchases
Uploading and viewing receipt notes for purchases

How can I add expense documents to my purchase order? Can I add receipt notes for the partial delivery of goods to my purchase order?

Updated over 2 weeks ago

After the receipt note (GRN) for the partial or full purchase order (PO) delivery is ready, the submitter or any Payhawk accountant or administrator can upload it to the Payhawk system.

Uploading receipt notes for purchase orders

To upload a receipt note for your purchase order:

  1. In the Payhawk web portal, go to Purchases.

  2. Select the desired purchase order by clicking on it.

  3. Go to the Receipt note tab and click on the Add new receipt note button.

    Alternatively, click on the Add button next to the three-dot menu and select Receipt note. If the upload of receipt notes has been set to Not required by a Payhawk administrator at your company, the button will show only the Add new invoice option.

  4. In the dialog that opens, fill in the details, select the corresponding delivered items, upload the receipt note, and click on Continue. The receipt will be visible under the Receipt note tab of the purchase order.

Viewing receipt notes for purchase orders

To view a receipt note for a purchase order:

  1. In the Payhawk web portal, go to Purchases.

  2. Select the desired purchase order by clicking on it.

  3. Click on the Receipt note tab and select the document you want to view. As a result, the document will be downloaded to your local Downloads folder.

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