---
title: "Data shared with Pennylane for Administrators - Payhawk Help Center"
slug: "overview-of-shared-data-with-pennylane"
description: "See which master data, custom fields, expenses, and payments the direct integration syncs between Payhawk and Pennylane, and how each exported field is mapped."
updated: 2026-10-26T09:03:16Z
published: 2026-10-26T09:03:16Z
canonical: "payhawk.com/overview-of-shared-data-with-pennylane"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://payhawk.com/help/llms.txt
> Use this file to discover all available pages before exploring further.

# Overview of shared data with Pennylane

The direct integration between Payhawk and Pennylane provides a comprehensive solution for exporting both expense management and payment transaction data.

The integration encompasses all financial activities within the platform, including both centrally managed expenses as well as employee-related expenses and separate FX and POS fees.

## Master data and custom fields

The following diagram summarizes the data that is automatically synced between the two systems.

![Overview of Payhawk and Pennylane master data integration with highlighted categories and accounts.](https://storage.googleapis.com/payhawk-cdn/Adm%3AIntegr%3APennylane/pennylane_additional_master_data_updated.jpg)

## Reviewed expenses and settled payments

The following diagram shows the exchanged data regarding reviewed expenses and settled payments between the Payhawk and Pennylane systems.

![Overview of reviewed expenses and settled payments using Payhawk and Pennylane systems.](https://storage.googleapis.com/payhawk-cdn/Adm%3AIntegr%3APennylane/pennylane_2.jpg)

## Exported data fields to Pennylane

Payhawk exports the following data fields to the Pennylane system:

- **Supplier** - If the supplier does not yet exist in the Pennylane, Payhawk will notify the user that this may be a new supplier and will display the option to create it from Payhawk or, if the user role is Employee, to request so from an Administrator role.
- **Category** - Mapped to the Pennylane chart of accounts.
- **Document number**
- **Document date**
- **Service period** - Once the Payhawk administrator changes the **Service period** date in Payhawk, it will overwrite the **Document date** of the expense posted in the ERP system.
- **Due date** - For all bank expenses, Payhawk exports the due date. If no due date has been entered, Payhawk uses the expense date as a due date.
- **Note** - The Note field for the expense in Payhawk is shown in the **Description** field of the expense in Pennylane.
- **Document image**
- **Amount** - The total amount minus the tax rate for the expense.
- **Currency**
- **VAT Rate** - The tax rate provided by Pennylane.
- **Payhawk bank account** - Mapped to the bank account in Pennylane.
- **Tracking categories** - Payhawk imports Pennylane dimensions and allows them to be used as expense fields.
- **Fees** - When there is a fee to the transaction, that fee will create a separate payment journal entry in the dedicated account during the connection to the ERP system.
- **Amortization start (date)** and **Amortization end (date)** - When exporting an expense, the dates from the two expense fields are sent to the **Start** and **End** date fields under **Add an allocation period** on each expense line in Pennylane.

## Next steps

- [Connecting Payhawk to Pennylane](/help/connecting-payhawk-to-pennylane)