Control all your business entities on a group level through the Payhawk group dashboard and settings for managing employees, teams, and workflows.
19 articles
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.
Setup
Create your group of entities in Payhawk and learn to effectively use your group dashboard for finance, operations, and analytics.
Creating groups 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
Employees
Invite employees, create teams, and manage them on a group level.
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.
Integrations
Manage your ERP integration for your group of entities.
Connecting the group to your ERP systemManage your Oracle NetSuite or Sage Intacct integrations for your group of entities all at once.
Connecting the group to your HR systemManage the connection between Payhawk and your HR information system (HRIS) for your group of entities all at once.
Connecting the group to TravelPerkConnect your group to the available live integrations supported by Payhawk.
Expense fields
Set up your built-in and custom fields for your group of entities.
Managing expense categories for the groupCreate expense categories, manage account codes, category managers, and other settings, and apply them to the group or individually.
Managing group settings of built-in expense fieldsManage the expense fields of the entities on a group level with Payhawk's multi-entity management capability.
Managing custom fields for the groupControl the settings for your custom expense fields for the whole group of your entities.
Managing group settings of custom expense fieldsManage the custom fields of the entities on a group level with Payhawk's multi-entity management capability.
Migration
Migrate your custom fields, expense categories, and teams to the group level.
Before & after: centralizing customer fields, categories, and teams on the group levelLearn how to consolidate and centralize your data management and control custom fields, expense categories, and teams for the whole group.
Migrating data to the group with the Payhawk migration wizardConsolidate your custom fields, expense categories, and teams from individual entities, and migrate them to the group level.