Payhawk offers supplier management features that facilitate seamless data exchange between Payhawk and Microsoft Dynamics 365 Finance.
The supplier sync feature saves employees time by reducing the need to switch between systems when retrieving supplier information for bill payments and other related tasks.
Specifics
When syncing suppliers between Payhawk and Microsoft Dynamics 365 Finance, note the following:
Payhawk filters suppliers based on the specific Microsoft Dynamics 365 Finance subsidiary.
Only active suppliers are synced; blocked suppliers are excluded.
Suppliers must have unique names and tax numbers to be synced.
If duplicate supplier names or tax numbers exist, Payhawk will not sync those suppliers and will display a warning. To resolve this, ensure all suppliers have unique names and tax numbers, then retry the sync.
Initially syncing suppliers between Payhawk and Microsoft Dynamics 365 Finance
During the initial sync between Payhawk and Microsoft Dynamics 365 Finance, the following actions take place:
Payhawk imports the supplier list from Microsoft Dynamics 365 Finance.
Payhawk attempts to map all existing suppliers to those in Microsoft Dynamics 365 Finance.
After mapping, Payhawk displays only the suppliers available in Microsoft Dynamics 365 Finance.
Previously classified expenses remain unchanged. If a supplier was selected for an expense before the initial sync, Payhawk will not update the Supplier ID to match the Vendor ID in Microsoft Dynamics 365 Finance.
Synching supplier fields between Payhawk and Microsoft Dynamics 365 Finance
Payhawk synchronizes supplier fields with general supplier details in both directions. For example, if you update a supplier's name in Payhawk, the change will be reflected in Microsoft Dynamics 365 Finance and vice versa.
Adding new suppliers from Payhawk to Microsoft Dynamics 365 Finance
If you create a supplier in Payhawk, that supplier will be automatically created in Microsoft Dynamics 365 Finance in real time.
When you create a new supplier in Payhawk, you have to specify the Vendor Group.
If you are exporting expenses as Purchase Invoices or General Ledger Journal, reimbursements would use the employee (worker) as a vendor. To export reimbursable expenses, you need to create the employee in advance as a Vendor in Microsoft Dynamics 365 Finance with the correct setup of the mandatory Posting groups.
Updating supplier data in Payhawk
To update a supplier's data in Payhawk after making changes in Microsoft Dynamics 365 Finance:
In the Payhawk web portal, go to Suppliers.
Click on the Company suppliers three-dot menu.
Select Update from MS Dynamics Finance & Operations.
