The integration between the Payhawk and Microsoft Dynamics 365 Finance systems is enacted through the Payhawk extension.
Connecting the two systems
To connect to Microsoft Dynamics 365 Finance:
In the Payhawk web portal, go to Settings > Integrations.
Under Available integrations, find Microsoft Dynamics 365 Finance and click on Connect.
On the next screen, click Continue.
Choose the proper environment to which you want to connect.
Now, you need to select the legal entity in Microsoft Dynamics 365 Finance that will be connected to the Payhawk account so that the data between the two can be synced.
Each Payhawk account is connected to a specific Microsoft Dynamics 365 Finance entity, which determines what data between the two systems will be synced.
Mapping the bank accounts
While connecting Payhawk to Microsoft Dynamics 365 Finance, Payhawk will ask you to configure the main settings and provide the following information:
In the Bank account mapping field, provide a bank account that will be mapped to each Payhawk account.
In the Bank accounts reconciliation field, specify whether your preferred reconciliation is daily, weekly, or monthly.
In the Payments configuration field, choose the general ledger account in which you want to have POS and FX fees booked.
In the Payhawk specific accounts field, choose an account for suspense cash in transit.
Click on Continue to start synching the information.
For more information, see the article about configuring the Payhawk extension for Microsoft Dynamics 365 Finance and how it pushes your data.
Notes on configuration
The integration setup from the last time Payhawk and your accounting system were connected will be automatically re-applied the next time you connect.
You can edit the current integration setup without disconnecting from your accounting system. In Payhawk, go to Settings > Integrations, click on the three dots menu of the desired ERP system, and select Edit configuration.