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Mapping Payhawk categories to the MS Business Central chart of accounts
Mapping Payhawk categories to the MS Business Central chart of accounts

Learn how to map your chart of accounts in MS Dynamics 365 Business Central to the corresponding accounting categories in Payhawk.

Nikolay Pohlupkov avatar
Written by Nikolay Pohlupkov
Updated over a week ago

Payhawk supports user-friendly options for mapping the chart of accounts in MS Business Central with the respective accounting categories in Payhawk.

When you connect to your MS Business Central organisation for the first time, Payhawk automatically pulls the available chart of accounts. Later, you can manually update them at any time.

Specifics

During the synchronization, Payhawk filters out only accounts that have specific fields configured. Payhawk will not sync categories that lack any of the following settings:

  • A valid number and name

  • An accounting category

  • Posting account type

  • Direct posting enabled

  • Account codes with the Liabilities category

Synching the categories between Payhawk and MS Business Central

To synchronize your categories from MS Business Central with the corresponding Payhawk categories, follow the steps:

  1. In Payhawk, go to Settings > Expense fields.

  2. Click on Categories.

  3. Click on the Update from Business Central button.

  4. Map your existing Payhawk categories with the corresponding MS Business Central chart of accounts by hovering over the desired category, clicking on the Edit icon, and selecting from the drop-down list with available options. Then, click on Save.

    Alternatively, you can delete a category by clicking on the Delete icon.

    You can also create your own category by clicking on the + Add category button.

    The default VAT rates of these categories will be updated in MS Business Central.

Next steps

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