Reviewing expenses

Learn how to review expenses one by one or select multiple expenses with a single click and do a bulk review.

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

In Payhawk, you can review single expenses as well as select multiple expenses with a single click and, then, review them in bulk.

Reviewing single expenses

To review a single expense at the submit step, for example:

  1. Log in to the Payhawk web portal.

  2. Go to the Expenses > Approve tab.

  3. Select the desired expense by clicking on it.

  4. Click on the three dots menu and select the Review option.

  5. In the dialog that opens, click on Confirm. As a result, the expense will move under the Pay > Confirm details tab.

To review a single expense at the review step:

  1. Go to the Expenses > Review tab.

  2. Select the desired expense by clicking on it.

  3. Click on the Review button. As a result, the expense will move under the Pay > Confirm details tab.

    If you have a live integration with your accounting software (ERP system), the expense will be exported upon its review.

Reviewing expenses in bulk

To review your company expenses in bulk:

  1. Go to the Expenses > Review tab.

  2. Select the EXPENSE checkbox to mark expenses for bulk review.

  3. As a result, the dialog that loads next to the expense list shows a summary of all selected expenses.

  4. Click on Review.

Notes on bulk review

  • While you can review single expenses at the submit, approve, and review step of the expense lifecycle, you can review expenses in bulk only at the review step (from the Expenses > Review tab).

  • Expenses with warnings cannot be reviewed in bulk. You need to exclude them from the bulk review selection and review them individually. For more information, see the article about enabling rules for triggering warnings and excluding expenses from bulk reviews.

  • Selecting the EXPENSE checkbox marks only the visible expenses on the screen. To select more expenses, scroll down the page.

  • If your section contains expenses with warnings, deselect them so that you can proceed with the bulk review.

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