Workflows
Define efficient business spend approval processes within your company by using the workflows in Payhawk spend management platform.
Supported workflow typesLearn about the approval workflows you can define in Payhawk and customize them for expense types, purchase orders, and card requests.
Workflow approversBuild granular approvals based on the team structure, expense category, custom field, or specific employees.
Workflow conditions and custom workflowsDefine your custom approval workflows in Payhawk based on the different types of expenses at your company.
Workflow fallbacksUse the system fallbacks or create your own to cover approvals if a workflow cannot be applied.
Setting approval workflows for expense typesDefine custom approval workflows for bill payments, card payments, and reimbursable expenses to correspond to the needs of your company.
Setting approval workflows for purchasesDefine approvers or amount-based workflows for approving or declining purchases in Payhawk.
Setting approval workflows for card requestsSet up card approval and issuing workflows and allow employees to request new Payhawk cards.
Managing workflowsRemove or edit approvers, update steps and workflow conditions.
Workflow history and fallback reasoningLearn which actions trigger a change in the defined workflows and where you can view the workflow history of the expense.
FAQ on workflowsFind answers to some of the most frequently asked questions (FAQ) about the Payhawk workflows.