Payhawk supports direct integration with Pennylane and provides you with the flexibility to effortlessly export and sync your expenses between the two systems.
For more information, go to the article about exported data between Pennylane and Payhawk.
Initial interaction between Payhawk and Pennylane
By connecting to your Pennylane subsidiary, you allow Payhawk to perform the following:
Sync your Bank accounts, Chart of accounts, VAT rates, Analytical categories and customers, and Suppliers.
Automatically push expenses and payments in real time.
Before you begin
To connect the two systems, the user setting up the connection must have Administrator rights for both Pennylane and Payhawk.
Connecting to Pennylane
To connect your Payhawk account to Pennylane, follow the steps:
In the Payhawk Web Portal, go to Settings > Integrations tab.
Under Available integrations, find Pennylane and click on Connect.
On the next screen, click on Continue.
On the Authorization request screen, select from the drop-down menu the company for which you want to provide access, and click on Grant access.
On the next screen, from the drop-down menu select the subsidiary to which you want to connect, and click on Continue.
In the Map accounts dialog, configure the Bank accounts mapping and the Payhawk specific accounts settings. Click on Continue.
The Payhawk system will automatically fetch the Pennylane data. After the data process has finished, click on Done.
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.