Microsoft Dynamics 365 Finance & Operations
Connect and map your Payhawk categories with your Microsoft Dynamics 365 Finance & Operations accounts.
Overview of shared data with Microsoft Dynamics 365 FinanceLearn what data is pulled and pushed between Payhawk and Microsoft Dynamics 365 Finance.
Installing the Payhawk extensionInstall the Payhawk extension for Microsoft Dynamics 365 Finance and deploy it in the test environment.
Configuring the Payhawk extensionConfigure the Payhawk extension for Microsoft Dynamics 365 Finance to ensure the proper data sync between the systems.
Roles and permissionsSet up the Payhawk extension for Microsoft Dynamics 365 Finance, configure the shared data, or deploy it in a test environment.
Connecting Payhawk to Microsoft Dynamics 365 FinanceLearn how to connect your Payhawk organization to Microsoft Dynamics 365 Finance.
Mapping Payhawk categories to the Microsoft Dynamics 365 Finance chart of accountsLearn how to map your chart of accounts in Microsoft Dynamics 365 Finance to the corresponding accounting categories in Payhawk.
Exporting expenses and payments to Microsoft Dynamics 365 FinanceExport your Payhawk expenses and payments to Microsoft Dynamics 365 Finance.
Exporting receipts as journal entries to Microsoft Dynamics 365 FinanceEnable receipts export from Payhawk as journal entries in Microsoft Dynamics 365 Finance.
Utilizing the Microsoft Dynamics 365 Finance live bank feedLearn how Payhawk works with the Microsoft Dynamics 365 Finance bank feed.
Syncing suppliers between Payhawk and Microsoft Dynamics 365 FinanceUse the Suppliers app in Payhawk to sync supplier information between Payhawk and Microsoft Dynamics 365 Finance.
Updating tracking categories from Microsoft Dynamics 365 FinanceSync the financial dimensions between Payhawk and your Microsoft Dynamics 365 Finance accounting software.
Updating VAT rates from Microsoft Dynamics 365 FinanceSync the VAT rates between the Payhawk system and your Microsoft Dynamics 365 Finance accounting software.