When you connect your Payhawk account to Sage Intacct, your available Sage Intacct tracking categories are automatically imported.
If you update your Sage Intacct tracking categories after the connection between the two systems has been established, you have to manually update that data in Payhawk.
Specifics
Each of your General Ledger (GL) accounts may have a required dimension, for example, required for review in Payhawk. Therefore, if these are not set when exporting the expense, an error will occur. Such dimensions may include Department, Location, Project, Customer, Vendor, Employee, Item, Contracts, or any user-defined (custom) dimensions such as:
Departments - Will be displayed as the External IDs for Teams in Payhawk.
Locations - A tracking category at Payhawk. If the location is different from the base currency of the bill, an error will occur.
Projects - A tracking category in Payhawk.
Classes - A tracking category in Payhawk.
Customers - A tracking category in Payhawk.
Vendors - A tracking category in Payhawk. Aside from that, there are suppliers in the Suppliers app in Payhawk.
Employees - A tracking category in Payhawk.
Items - A tracking category in Payhawk.
Contracts - A tracking category in Payhawk.
When you require a dimension for your GL account, all transactions that post to that account must include the dimension that you selected. If you require multiple dimensions, all dimensions must be included to post to the GL account. For example, if you require the Location and Department dimensions for a particular GL account, no transactions to that GL account can be made without including the Location and Department information.
Existing transactions are not affected unless you edit them. If you need to edit a transaction, you'll need to include the selected dimensions before you can post it.
Updating Sage Intacct categories in Payhawk
To manually update your tracking categories in Payhawk:
In the Payhawk web portal, go to Settings > Expense fields.
Below Built-in fields, select a Tracking category.
Click on Update from Sage Intacct.
Editing or deleting existing categories from Payhawk
You can edit or delete tracking categories only in Sage Intacct as the accounting system is the source of truth. The updated values will be displayed after you manually sync the integration from Settings or when you click on the Update from Sage Intacct button.