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Managing group settings of custom expense fields

Manage the custom fields of the entities on a group level with Payhawk's multi-entity management capability.

Updated over a week ago

By defining group settings to your custom expense fields, you will avoid the need to specify identical options for each entity separately.

Setting default custom field configurations for the group

To apply group settings to the custom fields:

  1. In the Payhawk web portal, on the Group dashboard, go to Settings > Expense fields > Custom fields.

  2. Define the group settings by following the steps for configuring the custom expense field settings for individual entities.

    The notable exception is that on the group level you can select the entities for which the custom fields will be displayed.

  3. Click on Save changes.

  4. In the dialog that opens, click on Apply.

Applying group settings cannot be reverted.

Applying individual custom field settings to specific entities within the group

You can opt out of the default expense field settings and apply individual ones to specific entities within the group in the same way you do it for the built-in expense fields.

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