Payhawk supports user-friendly options for mapping the general ledger (GL) accounts in Sage Intacct with the respective accounting categories in Payhawk.
When you connect to your Sage Intacct organization for the first time, Payhawk automatically pulls the available GL accounts. Later, you can manually update them at any time.
Expenses with categories that are not mapped to Sage Intacct's GL accounts will be automatically mapped to the Payhawk General expense account which Payhawk creates in Sage Intacct.
To synchronize your categories from Sage Intacct with the corresponding Payhawk categories, follow the steps:
In Payhawk, go to Settings > Expense fields.
Click on Categories.
Click on the Update from Sage Intacct button.
Map your existing Payhawk categories with the corresponding Sage Intacct's GL accounts by hovering over the desired category, clicking on the Edit icon, and selecting from the drop-down list with available options. Then, click on Save.
Alternatively, you can delete a category by clicking on the Delete icon. You can also create your category by clicking on the + Add category button.
