You can customize Payhawk features and defaults from the Overview board in Settings. The Overview board provides quick access to fundamental settings and configurations, such as your company's active accounting integration.
The Overview board
The features you can update and access are:
Accounting integration - Click on the displayed current ERP to go to the Integrations page in Settings, where you can manage the connection, edit the current configuration, and more.
Review assistant rules - Click on the field to go to the Review Assistant list of rules, where you can select rules and conditions for expenses that require attention.
Adjust workflows - Click on the field to go to the Workflows page in Settings, where you can modify existing workflows, add or remove approvers, and more.
Manage fields and values - Click on this field to go to the expense fields settings, where you can configure their values, visibility, whether they're required for submission and review, and more.
Company details - You can view the name, registration number, address, and entity name of the Payhawk account, and can also change the display name of that entity.
Card shipping address - You can view the current address to which Payhawk cards are sent and edit it if needed.
Billing details - You can view the VAT ID, billing contact, and billing address printed on your Payhawk subscription invoices and travel documents, and edit them if needed.
Changing the display name of your entity
You can change the name by which the entity appears on your Payhawk account. This name will be visible in the list of entities for group accounts.
Changing the display name of the entity:
Will not change your legal company name.
Does not affect official correspondence. Payhawk will continue to use your legal name in emails, invoices, and other official communications.
Is an option currently available in the Payhawk Web Portal only.
To update the name by which an entity is displayed:
Open the app switcher in the top-left corner and go to Settings > Overview and click on Change display name.
In the dialog that opens, enter the desired name for the entity.
Click on Save changes.
Changing the billing details of your company
As a Payhawk Administrator, you can change the VAT ID, billing contact, and address used in your Payhawk subscription invoices and travel documents.
The country in your company's billing address and card shipping address always matches the country where your company is registered, so you can't change it in the form.
To change the country, contact Payhawk Support.
To update the shipping address, see the article on Updating the default shipping address of your company.
To change the billing details:
In the Payhawk Web Portal, open the app switcher in the top-left corner and go to Settings > Overview.
Under Billing details, click on Edit billing details.
In the flyout that opens, update the details you need:
VAT ID - Enter your company's VAT ID. If your company isn't registered for VAT, select This company isn't VAT-registered instead.
Billing contact - Enter the First name, Last name, and Billing email of the person who handles billing at your company. All three are required. Payhawk sends subscription invoices, renewal reminders, and payment confirmations to the billing email.
Billing address - Enter Address line 1 and Postal code, and select the City. These fields are required. Address line 2 is optional.
Click on Save changes.
