Define, edit, and manage expense categories and tax rates. Use the default data that can be viewed in your expenses and include custom expense details and requirements for visibility, review, and submission.
11 articles
Overview of expense fieldsGet an overview of the default expense fields and set their visibility and submission requirements.
Automatic population of expense field dataLearn about the automatic data extraction (OCR) and suggestion strategies at Payhawk and select the way expense fields are populated.
Built-in fields
Create, edit, remove, and manage the built-in expense fields in Payhawk to categorize your company expenses.
Creating, editing, and deleting expense categoriesCreate and edit expense categories in Payhawk to automate the accounting processes at your company.
Assigning managers to expense categoriesAdd employees as expense category managers to include them in your expense approval workflows and filter your expenses per approver.
Importing and exporting expense categories in bulkImport and export your expense categories in bulk with Payhawk.
Creating, editing, and deleting default tax ratesCreate tax rates and use them to associate the most commonly used taxes on your expenses with their respective expense categories.
Managing the settings of built-in expense fieldsControl the visibility of the built-in expense fields and set whether they'll be required for the review and submission of the expense.
Custom fields
Provide additional data for your expense categorization by creating, editing, removing, and managing the custom expense fields in Payhawk.
Creating, editing, and deleting custom fieldsAdd details for your company expenses by creating, adding values and sub-values, and importing and exporting custom expense fields in bulk.
Assigning managers to custom expense fieldsAssign users as managers of a particular custom field in Payhawk.
Importing and exporting custom expense fields in bulkImport and export your custom expense fields in bulk with Payhawk.
Managing the settings of custom expense fieldsControl the visibility of the custom expense fields and set whether they'll be required for the review and submission of the expense.