You can schedule your expense reports in CSV, Excel, and MT940 formats as well as use the accounting templates to generate the export in the format required by your ERP system or accounting software. You are also able to define the frequency at which the scheduled exports will be sent to you or your team by email.
Before sending out the scheduled report, Payhawk will remind cardholders to upload any outstanding receipts or add incomplete expense information.
Creating scheduled exports
To create a scheduled export in Payhawk:
Log in to the Payhawk web portal.
Go to the Export app.
Click on the Add scheduled export button.
From the drop-down menus, select the team member who will receive the scheduled report, its format, and its frequency.
Click on Save to confirm your choice.
Editing and deleting scheduled exports
To edit a scheduled export:
Go to the Export app.
Hover over the desired export and click on the Edit icon.
Update the required information and click on Save to confirm your changes.
To delete a scheduled export:
Go to the Export app.
Hover over the desired export and click on the Trash icon.
In the dialog that opens, click on Delete to confirm your choice.
