The Payhawk integration with Sage Intacct is designed to work effortlessly and help you keep your data between the two systems in sync at all times.
Notes on exporting to Sage Intacct
It's recommended that you sync your Payhawk-Sage Intacct accounts every time you make changes in Sage Intacct.
An expense will be automatically exported to Sage Intacct once that expense is marked as reviewed. As a result, all your expense data, images, and payments will be imported to Sage Intacct.
The payment data for an expense will be exported only after the transaction has been settled.
After the export to Sage Intacct, Payhawk will pull the value for the expense External ID from the Bill number of that expense. If there is also a payment export for the payment External ID, Payhawk will display the value from the Bill payment number of that payment.
Prerequisites
To start exporting expenses and payments, make sure you have connected the Payhawk and Sage Intacct systems.
Exporting expense and payment data from Payhawk to Sage Intacct
To export your Payhawk expenses to Sage Intacct:
In the Payhawk web portal, go to Expenses > Review.
Select an expense.
Check if all the data is correctly stored in the expense.
Click on Review.
If an error occurs while exporting your data from Payhawk to Sage Intacct, Payhawk will display an error message suggesting what is wrong with the data.
Viewing exported expenses in the ERP from Payhawk
To directly view your exported expenses to Sage Intacct from Payhawk:
In the Pahawk web portal, go to Expenses.
Select the desired expense.
Click on the three-dot menu and click on View in Sage Intacct.
Viewing export data and using export filters for expenses and payments in Payhawk
The export events between the two systems can be viewed when you click on the three-dot menu of the selected expense and select the View history option.
The detailed export data of an expense or payment can be viewed from the Expenses app in the Export section of that expense.
You can also filter out expenses and payments based on various filters relevant to Sage Intacct such as Export status, Exported by, Export date, External ID, and others.