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Assigning managers to expense categories

Add employees as expense category managers to include them in your expense approval workflows and filter your expenses per approver.

Updated over 3 months ago

Similar to the custom expense fields in Payhawk, you can assign one or more managers to your expense categories. You can later use the Category manager role to build custom workflows that will meet your company's requirements and filter your expenses per pending approval step and approver.

Adding managers to expense categories

To assign a Category manager to an expense category:

  1. In the Payhawk web portal, go to Settings > Expense fields.

  2. Under the Built-in fields section, click on Categories.

  3. Under the Values tab, select the category for which you want to assign an employee as its manager.

  4. In the dialog that opens, from the Category manager drop-down, select the employees you want to assign as the category managers.

  5. When done, click on Save.

Removing managers from expense categories

To remove a Category manager from an expense category:

  1. In the Payhawk web portal, go to Settings > Expense fields.

  2. Under the Built-in fields section, click on Categories.

  3. Under the Values tab, select the category for which you want to remove its manager and click on it.

  4. In the dialog that opens, hover over the name you want to remove and click on x.

  5. Click on Save.

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