Payhawk has direct integration to Xero, allowing us the flexibility to enrich and export your expenses effortlessly.
By connecting to your Xero organization, you will allow Payhawk to:
Synchronize your Chart of accounts and VAT Rates
Create a bank account in Xero for each of your active currencies
Create Payhawk General and Fees account
Import your chart of accounts and Xero Tax Rates
Import your Xero Tracking Categories
Sync your Payhawk and Xero balances from a specific point in time
Automatically push expenses and bank statements to Xero in realtime
To connect to Xero, you need to follow a few simple steps:
Go to Settings -> Integrations
Select the Xero integration
Choose a date from which you'd like to sync your balances between Payhawk and Xero (It's usually a good practice to set the chosen date in Xero as a lock date so that no prior expenses get exported).
Finally, map your chart of accounts to your Payhawk categories
Let us know if you have any questions! 💳