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Updating tax rates from Sage Intacct

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When you connect your Payhawk account to Sage Intacct, your input Sage Intacct taxes are automatically synced.

If you update your Sage Intacct tax rates after the connection between the two systems has been established, you have to manually update that data in Payhawk.

To manually update your tax rates in Payhawk:

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

  2. Click on Tax rate.

  3. Click on Update from Sage Intacct. As a result, Payhawk will show the tax rates that apply to the specific expense.

    Tax rate in the Payhawk Fields library with the Update from Sage Intacct button and the rates synced from Sage Intacct.

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