In Payhawk, you can export all purchases regardless of their status, apply filters to download a customized list, or download individual purchases. This functionality is particularly useful for reporting, accruals, or Goods Received Not Invoiced (GRNI) cases.
Downloading individual purchases
Individual purchases must be approved and assigned a supplier before they can be downloaded.
You can export an individual purchase directly from the Purchases app in the Payhawk web portal:
Select the desired purchase.
Go to its Documents tab and click on the file with the purchase. As a result, the document will be downloaded in the Downloads folder on your machine.
Downloading purchases in bulk
You can download purchases directly from the Purchases app in the Payhawk web portal.
To export all company purchases, click on Download.
To export a custom list, apply the desired filters (for example, Purchase status or Created date) and then click on Download.
The export file will be saved to your local Downloads folder, and a copy will also be sent to the email address associated with your Payhawk account.