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Editing the employee and team expense categorization
Editing the employee and team expense categorization

Set up your expense categorization values in Payhawk and automate expense field population per employee and team.

Updated over a week ago

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.

Modifying the expense categorization for an employee

To edit the expense categorization for an employee:

  1. Log in to the Payhawk web portal.

  2. Go to the Employees > Employees tab.

  3. Select the desired employee entry by clicking on it.

  4. Under the Expense categorization tab, click on the Edit button.

  5. 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.

  6. Click on Save to confirm your changes.

Modifying the expense categorization for a team

To edit the expense categorization for a team:

  1. Log in to the Payhawk web portal.

  2. Go to the Employees > Teams tab.

  3. Select the desired team by clicking on it.

  4. Under the Expense categorization tab, click on the Edit button.

  5. 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.

  6. Click on Save to confirm your changes.

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