Payhawk has launched a set of supplier management functionalities, which enables the exchange of supplier information and details between the Payhawk and Sage Intacct systems.
The supplier synching option optimizes the time an employee spends on navigating between the two systems and looking for supplier information when paying bills or performing other related activities.
Specifics
When synching suppliers between Payhawk and Sage Intacct, note the following specifics:
Payhawk will filter out only the suppliers for the specific Sage Intacct subsidiary.
Payhawk will sync only active suppliers from Sage Intacct. Inactive suppliers are filtered out.
Payhawk will sync only suppliers with unique names and tax numbers. If you have suppliers with the same name or tax number, Payhawk will not sync them and will display a warning to inform you. To solve this issue, make sure that all suppliers have unique names and tax numbers, and perform the sync again.
After the initial supplier mapping is done, Payhawk will start to automatically sync suppliers daily.
Initially synching suppliers between Payhawk and Sage Intacct
The initial sync between the Payhawk and Sage Intacct systems performs the following:
Payhawk imports the list of suppliers from Sage Intacct.
Payhawk will attempt to map all existing suppliers to the Sage Intacct suppliers.
Once the mapping finishes, Payhawk will show only the suppliers that are available in Sage Intacct.
Payhawk will not update previously classified expenses. If a supplier has been selected for an expense before the initial sync, Payhawk will not update the Supplier ID to match the Vendor ID in Sage Intacct.
Synching supplier fields between Payhawk and Sage Intacct
Payhawk will sync the supplier fields with the general details of the supplier both ways. For example, if you make an update to a supplier name on Payhawk, Payhawk will sync this information in Sage Intacct and vice versa.
Adding new suppliers from Payhawk to Sage Intacct
If you create a supplier in Payhawk, that supplier will be automatically created in Sage Intacct in real-time by using the data from that field.
Updating supplier data in Payhawk
If the data about a supplier in Sage Intacct has been updated and you want to update that supplier's data in Payhawk too:
In the Payhawk web portal, go to Suppliers. As a result, the Company suppliers page will be shown.
Click on the Company suppliers three-dot menu.
Select Update from Sage Intacct.
