Hi,

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).

Let us know if you have any questions! 💳

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