Communicate with your team and relevant stakeholders right within Payhawk to quickly gather context and speed up expense, purchase requests, and invoice approvals and reviews.
You can gather additional context or ask a question about an expense or an invoice by posting a comment and tagging the relevant people so that they get notified. In the same way, you can also reply to comments other employees have posted.
Commenting on expenses in the portal
To add a comment for an expense:
When you receive a notification for an expense comment, hover over your Inbox icon and select the desired notification. If you have direct access to that expense, you can open it by clicking on the notification.
Alternatively, you can go to Expenses, select the desired expense, and then its Activity > Comments.
Type your comment, tag any relevant employees, and click on Send to post and notify them accordingly.
If you receive a notification for an expense comment but don't have direct access to it, hover over your Inbox icon, select the desired notification, and you'll be directed to your Inbox > Notifications tab.
Commenting on expenses in the app
To reply to an expense comment in the Payhawk mobile app, open your Inbox > Notifications and tap on the desired one. Alternatively, tap on the push notification you've received on your phone.
If you've been mentioned concerning an expense you've submitted, you'll be directed to that expense.
If you've been mentioned concerning an expense a teammate has submitted, you'll be directed to your Inbox.
Editing and deleting comments
Currently, comments cannot be edited or deleted.
The comment icon
Each commented expense or expense request displays the comment icon in the Expenses app or Inbox respectively both in the Payhawk portal and mobile app. The icon shows the number of comments that have been posted to that expense or expense request. A red dot means you have unread comments that were intended for you to see.
Tagging employees in comments
To mention an employee in a comment, type @ (at sign). By default, the system will suggest the employees who have direct access to that expense or are part of the approval process and can therefore be tagged.
If an employee doesn't have access to the expense and cannot be tagged in a comment, they'll be visible for you to see in an inactive state.
Notifications for comments
Whenever you are tagged in a comment, you will receive:
A notification email.
A push notification on your mobile phone.
An in-app notification in your Inbox.
Apart from the case someone has tagged you, in-app notifications within the Inbox will be sent in the following cases:
When someone has replied to your comment.
When someone commented on your expense.
In-app notifications will automatically resolve once the comment is opened either through the Inbox or from the Expenses app.
For additional information, see the submission and approval notifications.
Copy-pasting links to comments
Copying links to comments is available from the Payhawk web portal only.
You can share a comment with a teammate by copying and sending over the link to that comment:
In the Payhawk web portal, go to Expenses and select the desired expense.
In Activity > Comments, hover over the comment and click on the icon that appears. This will copy the comment link to the clipboard.
Paste the link for your teammate to view the comment.
Viewing other expense activities
In addition to the comments, the Activity section contains information about the approval status of an expense, its export history, and its change log with the respective updates. For more details, see the article about viewing comments and expense history.