The Payhawk integration with MS Business Central is designed to work effortlessly and help you keep your data between the two systems in sync at all times.
Notes on exporting to MS Business Central
It's recommended that you sync your Payhawk-MS Business Central accounts every time you make changes in your accounting system.
An expense will be automatically exported to MS Business Central once that expense is reviewed. As a result, all your expense data, images, and bank statements will be imported into the accounting system.
The payment data for an expense will be exported only after the transaction has been settled.
After the export to MS Business Central, Payhawk will pull the value for the expense External ID from the Purchase Invoice -> No. or Journal Entry -> $SystemId of that expense.
Prerequisites
To start exporting expenses and payments, make sure you have connected the Payhawk and MS Business Central systems.
Exporting expense and payment data from Payhawk to MS Business Central
To export your Payhawk expenses to MS Business Central:
Log in to your Payhawk account.
Go to Expenses > Review.
Select an expense.
Check if all the data is correctly stored in the expense.
Click on Review.
If an error occurs while exporting your data from Payhawk to MS Business Central, Payhawk will display an error message suggesting what is wrong with the data.
Viewing exported expenses in the ERP from Payhawk
To directly view your exported expenses to MS Business Central from Payhawk:
Log in to your Payhawk account.
Go to Expenses.
Select the desired expense.
Click on the three dots menu and click on View in Business Central.
Viewing export data and using export filters for expenses and payments in Payhawk
The export event between the two systems can be viewed from the Expenses app in the View history audit log of the expense.
The detailed export data of an expense or payment can be viewed from the Expenses app in the Export section of that expense.
You can also filter out expenses and payments based on various filters relevant to MS Business Central such as Export status, Exported by, Export date, External ID, and others.