You can view and manage the values which have been shown for each spend type from the specific spend type Fields tab.
You can show and hide values applicable for a specific field in the spend type. If you need to add new values for spend types, go to the Fields library.
Hiding values for spend types
To hide values for specific spend types:
In the Payhawk Web Portal, go to Settings > Spend > Spend types.
Select the desired spend type by clicking on it, for example, Bill.
Select the desired field by clicking on it, for example, Category.
In the Values tab, select the checkboxes next to the values you want to hide, for example, Flights and Marketing.
In the dialog that opens, under Visibility, click on Hide from this type.
Unhiding values for spend types
To unhide values for specific spend types:
In the Payhawk Web Portal, go to Settings > Spend > Spend types.
Select the desired spend type by clicking on it, for example, Bill.
Select the desired field by clicking on it, for example, Category.
In the Values tab, click on + Add filter.
In the dialog that opens, select Hidden, to display only the hidden values.
Next, select the checkboxes next to the values you want to show, for example, Others.
In the dialog that opens, under Visibility, click on Show in this type.
Configuring managers for values for spend types
To configure managers for values for spend types:
In the Payhawk Web Portal, go to Settings > Spend > Spend types.
Select the desired spend type by clicking on it, for example, Bill.
Select the desired field by clicking on it, for example, Category.
In the Values tab, select the checkboxes next to the values you want to configure managers for, for example, Flights and Meal.
In the dialog that opens, under Approval and control, click on Set manager.
(Optional) To bulk configure managers for values for spend 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.
