After you have defined your fields, such as projects, cost centers, or other characteristics of your expenses, you can define specific managers for each field value.
The manager you will define is important if you need expense approval based on these fields, for example, if expenses for different projects have to be approved by different project managers.
Adding managers to fields
To assign managers to fields in Payhawk:
In the Payhawk Web Portal, go to Settings > Expense types.
Select the desired expense type by clicking on it, for example, Bill.
Select the desired field by clicking on it, for example, Business reason. The user interaction is identical for all fields to which you may need to assign managers.
Under the Values tab, select the checkboxes next to the values you want to configure managers for, for example, Equipment and Team building.
In the dialog that opens, under Approval and control, click on Set manager.
(Optional) To bulk configure managers for values for expense types, select:
Replace all to overwrite previous managers.
Add to add specific managers.
Remove to remove specific managers.
From the drop-down list, select the names of the specific managers.
Click on Confirm.
Removing managers from fields
To remove managers from fields in Payhawk:
In the Payhawk Web Portal, go to Settings > Expense types.
Select the desired expense type by clicking on it, for example, Bill.
Select the desired field by clicking on it, for example, Category. The user interaction is identical for all fields to which you may need to assign managers.
Under the Values tab, select the desired field - for example, Hardware.
In the dialog that opens, hover over the name you want to remove and click on x.
Click on Confirm.
