How do I avoid duplicating expenses already entered in my ERP when reviewing?

If an expense has already been manually entered into your ERP, you can still process it in Payhawk without duplicating that data.

Relevant ERP integrations

• DATEV

• Exact Online

• MS Business Central

• Oracle NetSuite

• QuickBooks Online

• Sage Intacct

• Xero

Solution

To avoid duplicating expenses that have already been manually entered in your ERP when reviewing:

1. Disconnect your account from the ERP integration:

   1. In the Payhawk Web Portal, open the app switcher in the top-left corner and go to Settings > Integrations.

   2. Click Manage next to the desired integration, click the three-dot menu in the top-right corner, and select Disconnect.

2. Review the expense. Since the integration is disconnected, no data will sync to your ERP system, and no duplicates will be created.

3. Reconnect Payhawk with your ERP.

   1. In the Payhawk Web Portal, go to Settings > Integrations.

   2. Find the desired integration under Available integrations and click Connect. As a result, the system will remember the settings for connecting Payhawk to your ERP.