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Updating tracking categories from Xero
Updating tracking categories from Xero

Sync the tracking categories between the Payhawk system and your Xero accounting software.

Updated over 3 months ago

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:

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

  2. Below Built-in fields, select a Tracking Category.

  3. Click on Update from Xero.

Editing or deleting existing tracking categories

You can edit or delete tracking categories only in Xero as the accounting system is the source of truth. The updated values will be displayed after you manually sync the integration from Settings or when you click on the Update from Xero button.

Next steps

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