Exports
Use the accounting Payhawk templates to export expense and payment data to your ERP system or accounting software.
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.
Export fields
Check the available export fields when exporting data with the Payhawk accounting templates.
Overview of export fieldsLearn more about the export fields available in Payhawk and tailor your accounting data export.
Terms and definitions of export field optionsLearn about the export field options available in Payhawk with definitions and examples to understand how each option works.
Understanding the Layout cell typeCheck out the list of all fields available in the Layout cell type and tailor your accounting data export.
Understanding the Rows group cell typeCheck out the list of all fields available in the Rows group cell type and tailor your accounting data export.
Understanding the Line items cell typeCheck out the list of all fields available in the Line items cell type and tailor your accounting data export.
Understanding the Expense payment cell typeCheck out the list of all fields available in the Expense payment cell type and tailor your accounting data export.
Understanding the Transfer cell typeCheck out the list of all fields available in the Transfer cell type and tailor your accounting data export.