Use the accounting Payhawk templates to export expense and payment data to your ERP system or accounting software.
6 articles
Overview of accounting templatesUse and customize the available file exports as templates to export company expenses and payments to your ERP system or accounting software.
Managing the accounting templatesEnable, archive, restore, or delete your custom exports and modify the templates for exporting company expense and payment data.
Formatting the accounting templatesSet the template filename, specify the attachment settings, and apply global formatting rules for cells, rows, and columns.
Managing the template files and sheetsAdd, delete, or duplicate your template files and sheets and customize the included data in the custom exports.
Configuring rows, columns, and cells in files and sheetsAdd or remove rows and columns in your custom exports, and set and aggregate functions and conditions for the cell data.
List of available export fieldsCheck out the list of all custom fields available in Payhawk and tailor your accounting data export.