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Payhawk for accountants

Monitor company cost, suppliers, and spend policies. Categorise, filter, and export expenses.

Getting started for Payhawk accountantsIntroductory tutorial for the accountant role: how to monitor and work with expenses, suppliers, spend policies, card limits, and exports.
Expenses

Monitor, filter, and download your company expenses, and apply other accounting expense operations on a daily basis.

Overview of expenses for accountantsLearn about the features related to your company expenses in Payhawk.
Authorized and settled transactionsLearn why Payhawk exports only settled transactions to ERP systems like Xero, DUO (DATEV), Oracle NetSuite, QuickBooks Online, and more.
Creating subscriptionsCan I add expenses to existing recurring card payments that employees owe to the same supplier every month? Can I delete subscriptions?
Deleting expensesHow can I delete unpaid or submitted expenses in Payhawk? Can I remove expenses I paid, reviewed, or approved?
Downloading expensesLearn how to download a snapshot of your company expenses from Payhawk.
Downloading payment confirmations for expensesHow can I confirm I made a payment to vendors? Can I download payment confirmations for paid expenses fro suppliers?
Searching and filtering expenses and paymentsSearch through, sort, and organize your company expenses by filtering their document details, expense categories, payment amounts, and more.
Marking expenses as paidMark your company expenses as paid one by one or in bulk to handle the payment externally.
Merging expensesMerge expenses that meet the system requirements and have a resulting expense that bears specific characteristics.
Returning expenses for reviewHow can I return reviewed expenses to reviewers to check them again?
Reviewing expensesLearn how to review expenses one by one or select multiple expenses with a single click and do a bulk review.
Saving and managing expense viewsSee the default expense views, and save and manage views after you've filtered out the desired company expenses or used the data grid.
Scheduling payments for bills and reimbursablesSchedule bill payments by due date; set bill, mileage, and per diem payments for specific dates or authorize them for immediate processing.
Splitting expenses into line items in the portalLearn how to split an expense into lines with a different category, custom field, tax rate, and team, and apply the auto-split options.
Splitting card expenses into multiple expensesSplit a card expense or an ATM withdrawal into multiple expenses without the manual work in your ERP after the expense is posted.
Using the expense data gridCustomize the information displayed about your company-related expenses by adding or removing columns with the data grid.
Viewing expense activityView comments and workflows of expenses and payments, and see the change log and expense history in Payhawk.
Understanding the different expense amountsLearn what the stated expense amounts mean and what their context is.