FAQ on expenses for Accountants

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This article answers some of the most frequently asked questions (FAQ) related to expenses and targets Payhawk Accountants.

Can I account for retention payments in Payhawk (for example, Construction Industry Scheme deductions)?

Yes, you can account for retention payments in Payhawk by using a negative line item to represent the withheld amount.

Here's how to structure the expense:

  1. Line Item 1 - Enter the full net amount of the invoice with the appropriate VAT rate code applied.  

  2. Line Item 2 - Add a negative line item representing the retention deduction (for example, 11%). Assign this line item no VAT code or a 0% VAT rate.  

  3. VAT Amount - The system will calculate the VAT based on Line Item 1 only, ensuring the tax is correctly applied to the gross amount before retention.

Why can't I return an approved expense for editing?

Once an expense has been reviewed and processed by a Payhawk Administrator, it becomes locked and cannot be edited by regular users. Any changes, such as adding an invoice, must be performed by a Payhawk Administrator.