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How do I avoid duplicating expenses already entered in my ERP when reviewing?

How can I review expenses in Payhawk without creating duplicates in my ERP if they've already been manually added there?

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Written by Payhawk
Updated over 3 weeks ago

If an expense has already been manually entered into your ERP, you can still process it in Payhawk without duplicating that data.

Relevant ERP integrations

  • DATEV

  • Exact Online

  • MS Business Central

  • Oracle NetSuite

  • QuickBooks Online

  • Sage Intacct

  • Xero

Solution

To avoid duplicating expenses that have already been manually entered in your ERP when reviewing:

  1. Disconnect your account from the ERP integration:

    1. In the Payhawk web portal, go to Settings > Integrations.

    2. Go to the desired integration, click on its three-dot menu, and select the Disconnect option.

  2. Review the expense. Since the integration is disconnected, no data will sync to your ERP system, and no duplicates will be created.

  3. Reconnect Payhawk with your ERP.

    1. In the Payhawk web portal, go to Settings > Integrations.

    2. Go to the desired integration, click on its three-dot menu, and select the Connect option. As a result, the system will remember the settings for connecting Payhawk to your ERP.

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