You can set your connection between Payhawk and TravelPerk not only for each organization separately but also for your group of entities.
For more information on how Payhawk processes TravelPerk expense documents for card payments and bank transfers, see the article providing an overview of the integration.
Group-level specifics for document matching
You can't select a group of companies within TravelPerk for Payhawk to sync. Therefore, Payhawk will extract all documents that have been issued to your TravelPerk account and will automatically match the entity of the received invoices. If an invoice is for an entity that is not within Payhawk, your Payhawk users will need to dismiss this document.
Only Travel Expense Managers will be able to process bank transfer documents. If you haven't selected a Travel Expense Manager for an entity and the entity receives a bank transfer, the document will be sent to the group Payhawk administrators to process.
If some of your entities within Payhawk don't have an assigned Travel Expense Manager but are expected to receive invoices from TravelPerk, make sure you define a subset of Payhawk users whose access rights will cover the management of the expense documents for those entities.
Prerequisites for card payments on a group level
For more information, see prerequisites for card payments when connecting individual entities with Travelperk.
Connecting the group to TravelPerk
To connect your group in Payhawk to TravelPerk:
Log in to the Payhawk web portal and navigate to your Group Dashboard.
Go to Settings > All integrations > TravelPerk.
Click on Connect.
On the next screen, click on Continue. As a result, you'll be redirected to TravelPerk. Log in and authorize Payhawk to retrieve your expenses.
When done, you'll be returned to the Choose travel expense managers step of the connection process. From the Travel Expense Managers drop-down, assign the expense owners for bank transfers and card payments.
To define whether Travel Expense Managers will have visibility over expense documents for card payments, select the checkbox.
Switching on this option will enable your Travel Expense Managers to be independent of the employee submitting the expense and process the transaction documents that were not matched automatically.
Click on Continue.
Useful resources