What's new at Payhawk

We're excited to announce the release of new filters in the Expense module, giving you more control and flexibility to manage and analyse your expense efficiently.

How do these filters help you?

These new filters simplify the way you track and organise expenses by offering more targeted options to narrow down your searches. Here's what's new:

1. Tax Rate filters:

• Tax Rate: Filter your expenses by specific tax rates codes, allowing for better control over tax-related transactions.
• Tax Rate % (Renamed): Continue using the existing filter, now renamed for greater clarity.

2. Supplier filters:

• Supplier Country: Manage international expenses by filtering suppliers based on their country of operation.
• Supplier External ID: Easily identify expenses using the supplier's external ID.
• Supplier Tax Number: Organise expenses by tracking them through the supplier's tax number.
  These enhancements make it faster and easier to find specific expenses, streamlining your financial management tasks.

We're excited to announce the rollout of Global Expense Search, bringing enhanced search functionality to the Expense module for a more streamlined and user-friendly experience.

How does this feature help you?

Global Expense Search offers greater flexibility and convenience, allowing you to effortlessly find expense. Say goodbye to manually selecting filter and dealing with custom fields. With the new unified input, you can now search across multiple areas at once—including custom fields and line items—making search process faster and more efficient.

• Unified experience: The same powerful search functionality available in Cards, Subscriptions, Purchases, Funds, and Employees modules now extends to Expenses.
• Ease of use: Quickly find and access expenses with just a few clicks, enhancing productivity across the platform.

We're excited to announce a small but impactful improvement to free text custom fields. You can now easily select values for these fields directly from documents using our OCR (optical character recognition) technology. This enhancement also extends to the Note field.

Important: Please note that data extraction doesn't learn from this input, so it won't suggest the same value on the next invoice.

We're introducing a new option that allows you to disable field suggestions for the Supplier field in employee expenses. This is particularly useful if you prefer not to onboard suppliers for these types of expenses, especially when integrating with ERP systems that use expense reports.

Important: Supplier field suggestions will still be active for bank transfer expenses, as the supplier is a required field in those cases.

We're excited to introduce workflow fallbacks to ensure your approval processes continue seamlessly, even when specific roles in a workflow are unavailable.

How does this feature help you?

Workflow fallbacks automatically step in when a required role—like a Team Manager—is unavailable, preventing delays in expense approvals.

Customising and viewing fallbacks

You can tailor fallback behaviour to fit your company's needs:

1. Go to Settings > Workflows > Advanced.
2. Click Edit fallbacks.
3. Choose your preferred fallback actions.
4. Click Save changes.

You can view your current workflow fallbacks directly in the edit mode of each workflow step.

Introducing brand new workflow designer for clearer approval processes, featuring new triggers, conditional rules, and complex simultaneous, sequential and non-sequential approval steps

You can now mandate specific fields or document attachments for submitting a PO request. You can also find purchase orders quicker with numerous new filters, such as document, PO status, amount, note, and accounting fields like category or any custom field.

You can now copy documents and images to your clipboard and directly paste them on the Payhawk platform to save even more time when submitting you receipts and invoices.

Team managers can now view and edit employee purchase orders, which have an open or pending status.

Automate the closing of purchase orders when a linked invoice is paid or reviewed.