In Payhawk, you can mark as paid expenses that are paid outside of the system, generate a payment run file containing the expense details, and import it into your bank.
Additionally, Payhawk will export these expenses to your ERP system (for supported integrations) or include them in the export file (for on-demand exports).
Specifics
The mark-as-paid option is available from the Pay tabs only.
If the use of a SEPA XML payment run file for your bank account is enabled, you can mark as paid only same-currency expenses in bulk.
Marking as paid single expenses
To mark an expense as paid:
In the Payhawk web portal, go to any of the Pay tabs. For this example, go to Expenses > Pay > Confirm details.
Select the desired expense.
Fill in the payment source, edit the payment method if needed, and enter the reference.
Click on Mark as paid.
If you have marked the payment as paid and selected an external bank account, the system automatically generates and downloads a SEPA XML file. This file can be uploaded directly to online banking for payment processing.
As a result, the expense will move under the All tab.
Marking as paid expenses in bulk
To mark multiple expenses as paid:
In the Payhawk web portal, go to any of the Pay tabs. For this example, go to Expenses > Pay > Confirm details.
Select the checkboxes of the desired expenses.
If you have no external accounts added, make sure the selected expenses are in the same currency, and click on Mark as paid.
If you have no Payhawk accounts but have added external bank accounts, whether linked or not, select the payment source from the drop-down menu and click on Mark as paid.
If you have a balance in Payhawk and have added external accounts, click on the three-dot menu and select the Mark as paid option.
As a result, the expenses will move under the All tab.