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Payhawk for administrators
Payhawk for administrators

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

Cristina López avatarBoris Angelov avatarDesislava Mihaylova avatar
15 authors127 articles
Getting started for administratorsManage funds, invite employees, define teams, issue cards, set approval workflows, and gain full control over your company Payhawk account.

Archive

Close effectively accounting periods and archive your invoices on a monthly base.


Closing the month and archiving expensesArchive your company expenses every month in Payhawk.

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.


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 enable Group administrators to manage entities through the Group dashboard all at once.
Creating a group and inviting Group administratorsCreate a Group and invite others as Group administrators with the Payhawk multi-management capabilities.
Using the Group dashboard for finance and operationsMake sure your spend is covered and stay on top of outstanding expenses for each entity.
Using the Group dashboard analyticsTake advantage of advanced analytics to find out your teams and entities spending
Managing employees on a group levelView and invite employees, and learn how to edit user details with Payhawk's multi-entity management capability.
Managing teams on a group levelCreate Payhawk Group team structures and name them, get details on administrator permissions, and edit teams with multi-entity management.
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 expense fields on a group levelManage the expense fields of the entities on a group level with Payhawk's multi-entity management capability.
FAQ on multi-entity managementFind answers to some of the most frequently asked questions (FAQ) about the Payhawk multi-entity management capabilities.