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Viewing fund, ATM withdrawal, and card request activity

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The Activity section for each fund, ATM withdrawal, and card request allows you to view any comments on that request, its approval status, and its change log with the respective updates. Thus, you can reconstruct the history of a request in the system.

The following information about comments to expenses and expense requests applies to comments for fund, ATM withdrawal, and card requests:

Viewing request comments in the Web Portal

To view the comments for a fund, ATM withdrawal, or card request:

  1. Access the request.

  2. In its Activity section, you'll see All (both Comments and Workflow) selected in the Show filter by default.

Fund request opened from the Inbox, with Comments and Workflow selected in the Show filter of its Activity section

Viewing request workflow in the Web Portal

You can view the request workflow by selecting Workflow in the Show filter of its Activity section.

Activity section of a request with Show: Workflow and a Submitted entry.

Viewing all request activities in the Web Portal

To view all combined activities for the fund, ATM withdrawal, or card request, select all options in the Show filter of its Activity section.

Activity section of a request with Show: All, listing deleted comments and the submission.

Viewing comments and request workflows in the Mobile App

If you've been notified about a fund, ATM withdrawal, or card request comment, open your Inbox and tap on the notification. Alternatively, tap on the push notification you've received on your phone.

From your Inbox, you can view all comments for a request (Activity > Comments) and its workflow (Activity > Workflow), or all of these combined (Activity > All).

The Activity tab of a request in the Payhawk Mobile App with the Comments, Workflow, and All views.

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