14 Jan 2025
3 minutes

Speed up expense management with clipboard features and more

image representing new copy and paste feature for expense managemwent
Quick summary

Scaleup CFO or finance manager? You don't have time to fiddle around with missing receipts, piles of paper, or document chasing. You want to simplify expense management processes, save your busy teammates time, and support real-time spend visibility (especially as your spenders hit the road to grow the business). Introducing our time-crunching "copy-paste" feature. With this innovation, you (Payhawk users) can paste images and PDFs directly from your clipboard into the Payhawk portal, saving time and helping ensure there are no gaps in your spend visibility.

Table of Contents

    We understand the importance of saving every minute in business finance processes especially as you grow, so we constantly strive to innovate and simplify how you manage spend.

    Faster document uploads are a small but important piece of the puzzle, and with Payhawk, you’re spoiled for choice. You can even upload expense documents with just one keyboard shortcut: Ctrl/CMD + V (aka copy and paste).

    This copy-paste feature lets you paste images and PDFs directly from your clipboard into the portal, simplifying and speeding up spend management processes.

    EXPENSE MANAGEMENT

    10+ reasons to automate your expense management

    Why should fast document uploads matter to your finance team?

    As a busy finance professional, you're undoubtedly always looking for ways to streamline your expense management workflows and speed up manual processes so you can spend time on what really matters.

    Ensuring corporate expense handling is quick, accurate, and hassle-free can help you and your finance team save countless hours on lengthy month-end closing and spend more time steering your company to success.

    However, the reality is that most companies still employ inefficient invoice management processes, resulting in significant hurdles, including:

    • Time-consuming document uploads: Manually uploading receipts one by one wastes your (and your business spenders) valuable time
    • Complex handling of multiple receipts: Keeping track of numerous documents can be overwhelming and prone to errors
    • Inefficient processes disrupting workflow: Switching between tasks to upload documents interrupts your focus and productivity

    Consider the manual process of uploading each receipt after a business trip, for example. It's tedious and time-consuming for everyone involved and disrupts your expense approval workflows.

    And it's all too common. Payhawk co-founder and CFO Konstantin Dzhengozov, highlights this in our report, The CFO Agenda: Unlock growth without compromise report, saying:

    When I'm travelling, I meet people stuck with receipts in their pockets. And I'm puzzled why this is still a thing in the world because there are solutions out there that can help you digitise the whole process... everything can be automated!

    At Payhawk, we understand these challenges. That's why we've consistently provided solutions to reduce the *massive burden of manual work and get ahead of the competition (our customers have saved a huge *55,000 hours on manual data entry alone).

    How does our seamless clipboard document upload work?

    With our new feature, you can simply copy and paste each document directly into the portal using a shortcut on your desktop:

    1. On Mac, press CMD+C to copy the image (or PDF document), then navigate to the Payhawk portal and press CMD+V to attach the document to your expense record directly
    2. On Windows/Linux - you can repeat the same process using the shortcuts Ctrl+C and Ctrl+V, respectively, or by selecting the image directly from the clipboard application (you can access it by pressing Windows+V)

    Attaching your receipts to expenses directly from the clipboard makes the expense management process significantly faster and more efficient, especially when dealing with bulk expense reviews. This is just one small example of how we constantly evolve our spend management solution with innovation that solves your problems.

    See more expense management benefits in our short video below.

    Time-saving features in action: How Discordia quadrupled productivity

    Aside from offering efficiency in terms of speed, the copy-paste feature (and our many other user-friendly innovations) supports a much bigger benefit: Putting the mechanics of recording and categorising spending into your team's hands.

    Without a solution like ours, your team can end up tying themselves in knots, trying to control company expenses while also empowering colleagues to spend as they need to grow the business.

    The answer? A spend management solution that features robust controls that help you make your spend culture a reality. Here's how it looks in real life.

    Before Payhawk, Discordia (one of Europe's largest transportation and logistics companies) manually processed over 25,000 messy, multilingual expense notes monthly.

    Drivers faced delays and extra costs using preloaded debit cards for trips, especially when unexpected expenses arose. And as the fleet and workload grew, managing expenses became unmanageable, and a streamlined solution was essential.

    After Payhawk, Discordia has transformed how they manage expenses. Our automation has slashed processing times, reduced errors, and boosted productivity by over fourfold.

    Drivers, too, have felt the impact, as they no longer rely on personal funds or have to write lengthy expense reports. Instead, they can photograph and upload receipts instantly through the mobile app (or using the copy-paste feature mentioned above), ensuring constant access to funds for stress-free trips and spend visibility for the finance team.

    Tsvetomir Uzunov, CFO at Discordia, says:

    We've boosted employee productivity by over four times and expect an even greater impact as our fleet grows. Payhawk's automation has significantly cut processing time and reduced the errors that came with manual expense handling.

    Streamline your expense management workflows with Payhawk

    Managing expenses shouldn’t be a hassle. With our smart features, including clipboard uploads, you can simplify your document handling process, save time, and maintain a smooth workflow.

    Still not a Payhawk customer? Schedule a demo today and take our tool for a spin and a personal consultation.

    Trish Toovey - Content Director at Payhawk - The financial system of tomorrow
    Trish Toovey
    Senior Content Manager
    LinkedIn

    Trish Toovey works across the UK and US markets to craft content at Payhawk. Covering anything from ad copy to video scripting, Trish leans on a super varied background in copy and content creation for the finance, fashion, and travel industries.

    See all articles by Trish →

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