Client testing

Test the full-blown functionalities of your Payhawk account by learning how to load funds, issue corporate cards, and more.

Martin Reindl avatar
Written by Martin Reindl
Updated over a week ago

After the technical setup for your Payhawk account has been completed, you can test the available functionalities.

Testing corporate cards

Most companies first want to test the acceptance rate with the Payhawk cards. The following list suggests actions for you to achieve that:

Load funds into your Payhawk currency account.

Issue a card for the testing person.

Authorize the first payment.

In addition to the functionalities of the Payhawk cards, you can also test the subscription ones by moving an active subscription to the Payhawk card with which you are testing.

Testing expense flows

Now that you have the first expense in the Payhawk system, try out the following actions to test the expense flow:

Attach the first expense document - for example, over the Payhawk Receipt Mailbox.

Test the auto-data capturing of the Payhawk OCR tool.

Fill in the additional expense categorization and submit the expense.

With the approver set according to the workflows, approve, decline, or return the expense to test the workflows.

After the expense approval, the Finance team can now add any accounting information if desired.

Payhawk accountants can review or mark expenses as paid.

Testing integrations and accounting export

After the Finance team has reviewed the expense, it's time to get it into your ERP system or accounting software. Depending on whether you are using native or marketplace integrations, Developer API, or the Payhawk export functionalities, you can test the following scenarios.

Using a native or marketplace integration, or Developer API

Check if the data from the ERP system or accounting software is synced with Payhawk - for example, categories, tax rates, suppliers, and expense fields.

After reviewing the expense, check if it is visible and properly categorized in the ERP system or accounting software.

After the payment has been settled, check if you can see the payment allocated to the right accounts in your ERP system or accounting software.

(For Developer APIs) Make sure you have subscribed to all relevant events.

Check the quality of documents in your ERP system or accounting software.

(Month end) Run reconciliation to confirm that all expenses and payments are properly synced into your ERP system or accounting software.

Using the Payhawk export

Check if the export includes all relevant data.

Check if the information is in the right order and format.

Check if the upload of expenses and payments into the ERP system or accounting software works and if the information is saved correctly.

(Month end) Run reconciliation to confirm that all expenses and payments are properly synced into your ERP system or accounting software.

Did this answer your question?