Payhawk has launched a set of supplier management functionalities, which enables the exchange of supplier information and details between the Payhawk and MS Business Central systems.
The supplier synching option optimizes an employee's time navigating between the two systems and looking for supplier information when paying bills or performing other related activities.
Specifics
When synching suppliers between Payhawk and MS Business Central, note the following specifics:
Payhawk will filter out only the suppliers for the specific MS Business Central subsidiary.
Payhawk will sync only active suppliers from MS Business Central. Blocked suppliers will be filtered out.
Payhawk will sync only suppliers with unique names and tax numbers.
If you have suppliers with the same name or tax number, Payhawk will not sync them and will display a warning to inform you. To solve this issue, make sure that all suppliers have unique names and tax numbers, and perform the sync again.
Initially synching suppliers between Payhawk and MS Business Central
The initial sync between the Payhawk and MS Business Central systems performs the following:
Payhawk imports the list of suppliers from MS Business Central.
Payhawk will attempt to map all existing suppliers to the MS Business Central suppliers.
Once the mapping finishes, Payhawk will show only the suppliers that are available in MS Business Central.
Payhawk will not update previously classified expenses. If a supplier has been selected for an expense before the initial sync, Payhawk will not update the Supplier ID to match the Vendor ID in MS Business Central.
Synching supplier fields between Payhawk and MS Business Central
Payhawk will sync the supplier fields with the general details of the supplier both ways. For example, if you make an update to a supplier name on Payhawk, Payhawk will sync this information in MS Business Central and vice versa.
Adding new suppliers from Payhawk to MS Business Central
If you create a supplier in Payhawk, that supplier will be automatically created in MS Business Central in real time.
When you create a new supplier in Payhawk, you have to specify the Gen. Bus. Posting Group and Vendor Posting Group MS Business Central fields.
To export reimbursable expenses, you need to create the employee in advance as a Vendor in MS Business Central with the correct setup of the mandatory Posting groups.
Updating supplier data in Payhawk
If the data about a supplier in MS Business Central has been updated and you want to update that supplier's data in Payhawk too:
Log in to the Payhawk web platform.
Go to Suppliers. As a result, the Company suppliers page will be shown.
Click on the Company suppliers three dots menu.
Select Update from MS Dynamics Business Central.
