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Enabling and disabling warnings for expenses
Enabling and disabling warnings for expenses

Decide which company expenses that require attention will display warning messages and will need individual reviews by Payhawk accountants.

Desislava avatar
Written by Desislava
Updated over a week ago

Payhawk enables you to set rules that trigger warnings for expenses if these expenses require individual attention from your Finance team, for example, if the document date is too old.

Expenses with warnings cannot be reviewed in bulk and have to be reviewed manually.

Supported warning rules

You can set the following rules for triggering expense warnings in Payhawk:

  • Document date - A warning will be displayed if the expense document date is too old, in the future, or after the due, payment, or service period date.

  • Tax amount - A warning will be displayed if the tax amount of an expense is greater than its net amount.

  • Total amount - A warning will be displayed if the total amount of an expense is negative.

  • Is edited by the employee - A warning will be displayed for expense fields having their visibility set to Everyone and which has been edited by the employee.

  • Is not found in the attached document - A warning will be displayed for expense fields whose data is automatically extracted by the OCR tool by default, but is not found in the expense document. These are the Document date, Document number, Tax amount, and Total amount field values.

Enabling and disabling the warning rules

To enable the warning rules for an expense:

  1. Log in to the Payhawk web portal.

  2. Go to Settings > Review assistant.

  3. Switch on the toggle button for each rule you want to apply to your company expenses.

    Alternatively, to disable a rule, switch off its toggle button.

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