What's new at Payhawk

Get a more streamlined and user-friendly experience with the rollout of Global Expense Search, making finding expenses faster and more efficient.

How does this feature help you?

Global Expense Search provides greater flexibility and convenience by allowing you to search across multiple areas—such as custom fields and line items—all in one unified input. No more manually selecting filters or dealing with custom fields.

Key benefits include:

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

This upgrades simplifies your search process, saving you time and effort!

You can now conveniently select values for free text custom fields directly from documents using our OCR (Optical Character Recognition) technology. This improvement also applies to the note field, making data entry quicker and more efficient.

Important: Please note that this data extraction does not learn from previous inputs, so it won't automatically suggest the same values for future invoices.

You now have the ability to turn off field suggestions for the supplier field in employee expenses. This is helpful if you prefer not to onboard suppliers for these types of expenses, especially when integrating with ERP systems that manage expense reports.

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

Ensure your approval processes continue seamlessly with workflow fallbacks, 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.

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.

You can now define percentage discrepancies for purchase order matching. A discrepancy of the defined percent would trigger an additional approval workflow for review.

You can now connect TravelPerk to all your entities at once by enabling the integration via your multi-entity management dashboard settings. The new integration allows us to import your TravelPerk invoices regardless of whether you pay with a Payhawk card or through a monthly bank transfer. We will import the invoice and match it to the respective payments, quickly automating the reconciliation of your company travel spend.