When you connect your Payhawk account to Xero, your available Xero tracking categories are automatically imported.
If you update your Xero tracking categories after the connection between the two systems has been established, you have to manually update that data in Payhawk.
Updating Xero categories in Payhawk
To manually update your tracking categories in Payhawk:
Log in to the Payhawk web platform.
Go to Settings > Expense fields.
Under Built-in fields, select Categories.
Click on Update from Xero.
Editing or deleting existing categories from Payhawk
To edit or delete a Xero category from Payhawk:
Log in to the Payhawk web platform.
Go to Settings > Expense fields.
Under Built-in fields, select Categories.
To edit the desired category, hover over it and click on the Edit icon. Update its value and click Save.
Alternatively, to delete an existing category, click on the Bin icon.
Next steps