Payhawk uses its template builder engine to provide accounting and reporting templates for Excel and CSV file export.
For more information about the data exported from the Export app for accounting purposes and the data downloaded from the Expenses app for reporting purposes, see the overview of exporting expenses and payments at Payhawk.
Included data in the accounting templates
Payhawk administrators can enable the accounting export templates from the Settings app. Out of the box, the templates export the following data:
Expenses - Include all expenses that are paid either from your Payhawk account or the external ERP system or accounting software.
Payments - Include all card and bank transfer payments that were executed through your Payhawk account.
Deposits - Include all incoming bank transfers to your Payhawk account.
Available data for customization
The following table summarizes the available data in the export templates that can be customized.
Customizable elements | Configuration options |
Sheets and files |
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Individual cells |
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Filters |
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If your company requires any customization of the accounting template data, contact the Payhawk Support team at support@payhawk.com.