Apart from the profile and out-of-office settings for employees and the team members and managers settings for teams, from the Expense categorization tab of an employee and a team, you can also define values for custom expense fields that relate to expenses matched to that employee or team.
Specifics
The Employees > Expense categorization tab for a selected employee and the Employees > Teams > Expense categorization tab for a selected team will display any custom expense field whose automatic suggestion strategy was set to Team / employee by a Payhawk administrator at your company.
In this way, you can specify the value of that custom expense field and it'll be automatically applied to the expenses matched with that employee or team respectively.
By default, the employee inherits the default value from their team which leads to consistent categorization across the board. For more details, see the section on the employee and team suggestion strategy.
Modifying the expense categorization for an employee
To edit the expense categorization for an employee:
Log in to the Payhawk web portal.
Go to the Employees > Employees tab.
Select the desired employee entry by clicking on it.
Under the Expense categorization tab, click on the Edit button.
To change the desired values, use the respective drop-down menus and select the new data. Optionally, add a note regarding the changes you've made.
Click on Save to confirm your changes.
Modifying the expense categorization for a team
To edit the expense categorization for a team:
Log in to the Payhawk web portal.
Go to the Employees > Teams tab.
Select the desired team by clicking on it.
Under the Expense categorization tab, click on the Edit button.
To change the desired values, use the respective drop-down menus and select the new data. Optionally, add a note regarding the changes you've made.
Click on Save to confirm your changes.
Useful resources