Payhawk supports user-friendly options for mapping the chart of accounts in Microsoft Dynamics 365 Finance with the respective accounting categories in Payhawk.
When you connect to your Microsoft Dynamics 365 Finance organization for the first time, Payhawk automatically pulls the available chart of accounts. Later, you can manually update them at any time.
To synchronize your categories from Microsoft Dynamics 365 Finance with the corresponding Payhawk categories, follow these steps:
In the Payhawk Web Portal, go to Settings > Fields library.
Click on Category.
Click on the Update from MS Dynamics Finance & Operations button.
Depending on the setup you've selected, you'll either have to map to an expense category or to a General Ledger.
Map your existing Payhawk categories with the corresponding Microsoft Dynamics 365 Finance chart of accounts by clicking on the desired category. In the panel that opens, modify the information and click on Save.
To delete a category, select the checkbox next to it and, in the panel that opens, click on Delete. Select I understand this action cannot be undone and click on Confirm.
To create a new category, click on Add category. Enter the details and click on Save. To create a sub-category, select its parent category in the Parent category field. The default VAT rates for these newly created categories will be updated in Microsoft Dynamics 365 Finance.
Next steps