In order to connect Payhawk, there are two steps that need to be taken in terms of providing access rights to Payhawk.
You need to grant Payhawk the following permissions:
To allow the connection in Azure Active Directory (Entra), an Azure Active Directory Administrator has to approve the connection between Payhawk and Azure after receiving an application request in their inbox. This is a one-time setup that allows the systems to communicate.
To establish the connection between Payhawk and Microsoft Dynamics 365 Finance, you need an Integration user in Dynamics. This user does not need to be an administrator, but they must have the necessary permissions to:
Access financial dimensions
Access tax rates
Access vendors
Access GL codes/projects
Create journal headers
Create journal entries
Add attachments
Before connecting Payhawk with Microsoft Dynamics 365 Finance, ensure that the necessary actions are completed in advance and that the appropriate roles and permissions are assigned.
To be able to connect the systems, you need to have:
Microsoft Dynamics 365 Finance Administrator or Integration users.
Administrator rights for Azure.
For Payhawk to connect to Microsoft Dynamics 365 Finance:
You need to provide an approved Azure Application allowing Payhawk to communicate to the ERP through Azure Active Directory (AAD). The application utilizes Microsoft Entra's user access to authenticate Payhawk to the ERP.
The deployable extension package has to be installed and deployed on the ERP test environment by their team and configured.
For the initial setup, you need to provide Payhawk with the following:
Invoice journal
Vendor payment journal
FX Fees Journal
Dimension structure
For the setup during the connection, you will have to:
Authenticate
Map accounts
Do the initial data sync