Payhawk for administrators

Control funds, cards, and ERP integrations. Set up workflows, spend policies, and custom fields. Manage employees and teams.

Getting started for Payhawk administratorsIntroductory tutorial for the administrator role: how to add and manage funds, employees, teams, issue cards, and set approval workflows.

Expenses

Review and pay reimbursable, per diems, and mileage expenses. Settle payments to suppliers and pay in bulk.

Paying expenses one by onePay bills or reimburse employees and make bank transfers from your Payhawk account directly from the web portal.

Paying expenses in bulkPay your bills or reimburse your employees in bulk and make outgoing bank transfers directly from your Payhawk account.

Reimbursing your employeesReimburse your employees for expenses they have paid on behalf of your company with their own money from the Payhawk web portal.

Updating employees' reimbursement detailsAs a Payhawk administrator, you can change the reimbursement details of your employees on their behalf from the Payhawk web portal.

Managing scheduled paymentsAuthorize scheduled bill payments or reimbursable expenses one by one or in bulk, or immediately pay or reschedule them.

eInvoicing with PayhawkLearn what eInvoicing is and how Payhawk handles e-invoices.

Expense reportsSimplify expense management by grouping related expenses and reducing manual work with Payhawk's expense reports._{3 articles}

Cards

Freeze or delete corporate cards. Set spending limits and define spend policies. Enable ATM and card requests and manage all your team and individual corporate cards.

Overview of cards, card limits, and advanced card controls for administratorsLearn what types of cards you can issue to your employees and what available spend limits and card controls you can set to them.

Using Payhawk cards for your custom needsLearn how to use Payhawk cards most suitably for your company and employees.

Issuing physical cardsIssue physical plastic and Premium Metal Payhawk cards for the employees at your company and issue standard plastic ones in bulk.

Assigning pre-order cardsAssign bulk-issued physical Payhawk pre-order cards to the appropriate employees in your company.

Billing and delivery process for bulk-issued cardsLearn how Payhawk calculates shipping fees for bulk-issued cards based on group delivery eligibility or separate shipments.

Issuing virtual cardsIssue standard or single-use virtual Payhawk cards.

Issuing virtual American Express CardsIssue and manage virtual Cards using your eligible Main American Express Card as a funding source through Payhawk.

Naming cards for employeesName the Payhawk corporate cards your company has issued to your employees.

Setting spend limits and card controls for individual cardsDefine the recurring spending card limit, approval workflows for fund requests, settings for increasing the spending limit, and more.

Blocking, unblocking, and closing employees' cardsLearn how to block or unblock, or close employees' cards when no longer needed.

Reissuing expiring Payhawk cardsWhat happens when my Payhawk card expires? How can I reissue employees' cards?

Managing card requestsLearn how you can allow your employees to request new cards.

Changing the funding source of employee cardsLearn how to change the Payhawk currency account that feeds an employee's card.

Updating the default shipping address of your companyUpdate the address of your company to which new or reissued physical Payhawk cards will be delivered.

Viewing card activityView card fund updates, failed transactions, and other card-related changes such as PIN resets and balance adjustments.

FAQ on cards and ATM withdrawalsFind answers to some of the most frequently asked questions (FAQ) about the ATM withdrawal fee collection.

Linked cardsLink and manage your physical American Express cards in Payhawk. _{10 articles}

Team cards View, monitor, and define shared budgets among teams._{5 articles}

Credit cardsView, monitor, and control your company credit card limits and payments._{1 article}

Spend policiesReview, supervise, and manage your company spend policies._{3 articles}

Purchases

Facilitate the procurement processes within your company by managing the purchase request lifecycle and automatically matching them with incurred expenses.

Overview of purchases for administratorsLearn how to configure purchase settings and rules and get an overview of the purchase lifecycle in Payhawk.

Configuring purchase details and setting discrepancy rulesSet the general settings, and the receipt note and discrepancy rules in Payhawk for the purchases your company requires.

Closing purchasesManually close or reopen purchases, or set rules to automatically close them once goods and services are fully delivered.

FAQ on purchasesFind answers to some of the most frequently asked questions (FAQ) about the Payhawk purchases.

Subscriptions

Simplify your company's recurring expenses and subscriptions and learn how to move them to Payhawk cards.

Moving your company's recurring spend to Payhawk cardsPayhawk administrators, Finance, and Procurement teams can map recurring spend, move it to cards, and earn cashback per transaction.

FAQ on subscriptions for administratorsFind answers to some of the most frequently asked questions (FAQ) about subscriptions in Payhawk.

Employees

Configure the internal structure of your entity. Set up and customize your teams, and manage your team managers' permissions. Invite, delete, and assign employees within your company structure.

Overview of employees for administratorsLearn about the Payhawk roles you can assign to employees and how to set your global team settings in Payhawk.

Visibility of Payhawk roles and role extensionsDefine employee access and visibility into company expenses and spend data when assigning Payhawk roles and role extensions.

Inviting and deleting employeesInvite employees to your company structure in Payhawk and learn how to delete them if needed.

Managing employeesSearch through your employee records, change an employee's email, switch on the out-of-office mode on behalf of employees, and more.

Editing the employee and team expense categorizationSet up your expense categorization values in Payhawk and automate expense field population per employee and team.

Creating, editing, and deleting teamsCreate team hierarchies corresponding to the requirements of your company, edit the name of a team, or remove a team altogether.

Assigning team managers and team membersAssign employees as team members or team managers, or remove them from the organizational structure if needed.

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.

Deposits and payments

Set up your payment infrastructure to handle local, regional, and global payments, and send funds between the Payhawk spend management platform entity accounts and your bank accounts.

Overview of deposits and payments in PayhawkCan I use FPS, SEPA Standard or Instant, ACH pull and push, or local wires to add money to Payhawk? What time does depositing funds take?

DepositsLearn how to manage your Payhawk accounts, link external bank accounts, load funds, and understand supported payment schemes across different regions._{10 articles}

PaymentsGet an overview of domestic, regional, and global bank payments in Payhawk, including supported schemes, currencies, and how to enable and send international transfers._{8 articles}

Credit fundsView, monitor, and control the funds related to your company credit cards._{4 articles}

FAQ on deposits and paymentsFind answers to common questions about deposits, fund transfers, bank account linking, and payment processing in Payhawk._{3 articles}

Budgets

Plan your spending, forecast your budget, assign budget owners, and manage and track the company spend within the set limits.

Overview of budgetsLearn how to share, monitor, and manage your budget through the Budgets app in Payhawk.

Managing your budgetsImport your budget from your FP&A tool and share it with budget owners and other stakeholders.

Managing your forecastsModify your budgets by creating forecasts, and deliver real-time updates to budgeted amounts.

FAQ on budgetsFind answers to some of the most frequently asked questions (FAQ) about the Payhawk budgets.

FAQ for budget ownersFind answers to some of the most frequent questions asked by Budget owners about Payhawk budgets.

Exports

Use the accounting Payhawk templates to export expense and payment data to your ERP system or accounting software.

Overview of accounting templatesUse and customize the available file exports as templates to export company expenses and payments to your ERP system or accounting software.

Managing the accounting templatesEnable, archive, restore, or delete your custom exports and modify the templates for exporting company expense and payment data.

Formatting the accounting templatesSet the template filename, specify the attachment settings, and apply global formatting rules for cells, rows, and columns.

Managing the template files and sheetsAdd, delete, or duplicate your template files and sheets and customize the included data in the custom exports.

Configuring rows, columns, and cells in files and sheetsAdd or remove rows and columns in your custom exports, and set and aggregate functions and conditions for the cell data.

Export fieldsCheck the available export fields when exporting data with the Payhawk accounting templates. _{8 articles}

Integrations

Connect the Payhawk spend management platform with your ERP system and map your Payhawk categories to your accounts in Oracle NetSuite, Exact Online, Xero, QuickBooks Online, MS Business Central, MS Finance, DATEV, and more. Reclaim your VAT through 60dias.

60diasReclaim your VAT by using the Payhawk-60dias integration._{1 article}

Card linkingConnect, authenticate, and enroll you corporate cards in Payhawk._{7 articles}

DATEVConnect and map your Payhawk categories with your DATEV Unternehmen Online (DUO) accounts._{9 articles}

EgenciaStay on top of your business travels by using the Payhawk-Egencia integration._{1 article}

Exact OnlineConnect and map your Payhawk categories with your Exact Online accounts._{7 articles}

HR information systems (HRIS)Integrate Payhawk to your HR system and sync your employee data._{3 articles}

MS Business CentralConnect and map your Payhawk categories with your MS Business Central accounts._{10 articles}

Microsoft Dynamics 365 Finance & Operations Connect and map your Payhawk categories with your Microsoft Dynamics 365 Finance & Operations accounts._{12 articles}

Oracle NetSuiteConnect and map your Payhawk categories with your Oracle NetSuite accounts._{12 articles}

QuickBooks OnlineConnect and map your Payhawk categories with your QuickBooks accounts._{8 articles}

Sage IntacctConnect and map your Payhawk categories with your Sage Intacct accounts._{9 articles}

TravelPerkStay on top of your business travels by using the Payhawk-TravelPerk integration._{2 articles}

XeroConnect and map your Payhawk categories with your Xero accounts._{9 articles}

Error messagesReview the error messages you encounter while using your ERP-integrated system with Payhawk._{8 articles}

Fields

Get an overview of the built-in and custom supplier and expense fields and learn how to define, edit, and manage them.

Expense fieldsDefine, 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._{12 articles}

Supplier fieldsUse the default and custom supplier fields to include specific details for your suppliers and set submission and review requirements for your Accountants._{3 articles}

Bulk import

Manage large volumes of data and streamline expense categorization with Payhawk’s bulk import feature.

Bulk import of master dataImport large volumes of data in bulk for different items such as employees, teams, categories, custom fields, and others.

Bulk import of employeesLearn how to import templates with employees' master data in bulk.

Bulk import of teamsLearn how to fill out the template with teams' master data for a successful bulk import.

Bulk import of categoriesLearn how to import categories and category managers in bulk with proper hierarchy and entity alignment.

Bulk import of custom field valuesLearn how to import and manage custom field values and managers in bulk to save time and improve data accuracy.

Managing employees' expense categorizationLearn how to import default values for employees' expense categorization in bulk.

Managing teams' expense categorizationLearn how to import default values for teams' expense categorization in bulk and enter data accurately.

Managing suppliers' expense categorizationLearn more about the import of default suggested values for suppliers' expense categorization in bulk.

Expense types

Define and update your business expense types such as per diem policies, mileage rates, and reimbursements. Enable and disable bank transfers, company cash, and reimbursements for your employees, and control their visibility.

Configuring billsConfigure the visibility of bills and schedule their payments in Payhawk.

Configuring the mileage expense typeEnable or disable the mileage expense type for entities, configure distance-based rates, and add, delete, or edit mileage rates in Payhawk.

Configuring reimbursementsConfigure the visibility of reimbursements and schedule their payments in Payhawk.

Configuring company cashConfigure the visibility of the company cash expense type in Payhawk.

Per diem policiesCreate, automate, and manage per diem expenses with country-specific policies in Payhawk._{15 articles}

Multi-entity management

Control all your business entities on a group level through the Payhawk group dashboard and settings for managing employees, teams, and workflows.

Overview of multi-entity managementLearn about multi-entity management in Payhawk and manage entities through the Group dashboard as a Group administrator all at once.

Managing workflows on a group levelManage the workflows of the entities on a group level with Payhawk's multi-entity management capability.

Managing expense types on a group levelManage the expense types of the entities on a group level with multi-entity management in Payhawk.

Managing budgets on a group levelImport your budgets into Payhawk and manage them for the whole group

FAQ on multi-entity managementFind answers to some of the most frequently asked questions (FAQ) about the Payhawk multi-entity management capabilities.