Payhawk supports user-friendly options for mapping the chart of accounts in Xero with the respective accounting categories in Payhawk.
When you connect to your Xero organisation for the first time, Payhawk automatically pulls the available chart of accounts. Later, you can manually update them at any time.
Expenses with categories that are not mapped to Xero chart of accounts will be automatically mapped to the Payhawk General expense account which Payhawk creates in Xero.
To synchronise your categories from Xero with the corresponding Payhawk categories, follow the steps:
In the Payhawk Web Portal, go to Settings > Fields library.
Click on Category.
Click on the Update from Xero button.
Select Add a category or choose an existing one.
Map your existing Payhawk categories with the corresponding Xero chart of accounts by clicking on the desired category, choosing the account under Account code in the panel that opens. Then, click on Save.
Alternatively, you can delete a category by selecting its checkbox and clicking on Delete under Operations in the panel that opens.
You can also create your own category by clicking on the + Add category button.
Next steps