Native Microsoft Dynamics Finance integrationGet your global spend in sync with Microsoft Dynamics Finance
Bidirectionally sync your financial data and eliminate hours of manual work with Payhawks native Microsoft Dynamics 365 Finance integration.
Works with your setup, instantly
Our integration adapts to you, not the other way around. Keep your Dynamics Finance setup as is—no reconfiguration, no consultants, just effortless integration.
- Built for Dynamics Finance, with Finance and Azure admins in mind
- Sync expense, invoice, payment, and general journal
Get a tailored setup out of the box
Open architecture in the Payhawk platform allows for highly efficient mapping by any finance admin.
- Create and track financial dimension across platforms
- Consolidate expense reports, accounts payable and journals
Operate globally with multi-entity support
Manage all Dynamics Finance entities connected to your instance in a central platform
- Multi-entity-management and group dashboards
- Track spend between group level, entity and platforms
Sync in real-time and close the books faster
Month-end doesn’t have to wait until the last minute! Keep an overview of spending as it happens thanks to real-time payment reconciliation.
- Real-time visibility into your Dynamics Finance modules
- Instant insights into your tracking categories
Payhawk customers automating month-end close with Dynamics Finance
“Payhawk offers a great product package: an intuitive and easy-to-use tool that can integrate with several business applications, a Customer Success team that provides excellent service, and a Product team that actively communicates with and gathers feedback from its customers.”
Getting started is easy
Payhawk sends your Dynamics Finance Consultant a deployable package through Dynamics Finance.
You have 3 connection options: Vendor payment and vendor invoice modules, general journal, or expense reports.
Map your Dynamics Finance entities and customize your tracking dimensions
Are you a Microsoft Dynamics Finance implementer?
Turn your expertise into growth — partner with us!
FAQs
Yes, Payhawk is an official Microsoft ISV partner. Payhawk is the first end-to-end spend management vendor listed on the Microsoft AppSource Marketplace. This means that once you connect Payhawk and Microsoft Dynamics 365 Finance, you are sure to have the best possible data flow and always be on the latest version of our integration.
The connector has been built with the Microsoft 365 API, which allows both systems to communicate directly and without the need for additional hosting resources.
Before an integration can start, the ‘Software Deployable Package’ needs to be installed. In special cases with high levels of customization, your Microsoft consultant might need to be involved. Once those are set, the self-administered setup of the integration takes about 15 - 20 minutes. However, if you require any support, the Payhawk customer support team will be happy to assist you.
Payhawk extracts data from various modules, including vendors, chart of accounts, expenses, and tax rates (VAT tax group and item VAT tax group).
For pushing data into Dynamics F&O, Payhawk provides three distinct options to its customers:
- Data push to the invoice journal (for both projects and general ledger codes), which incorporates both the invoice journal and the payment journal.
- Data push to the general ledger journal
- Data push to the expense reports
Payhawk differentiates between invoice/receipt and payment recognition dates.
Payhawk supports multiple line items on a single expense, and they are exported into Microsoft.
Yes, customers can choose the project and project category. The category will become the debit (Dr) and the vendor will become the credit (Cr).
We apply the key concepts of IAS 21 for FX transactions. When a card is used on a transaction which differs from the card currency, VISA/Mastercard will apply a FX rate and Payhawk will post this expense into Microsoft in the card’s currency using this rate. However, if the card currency differs from the base currency of Microsoft, there will be two FX translations, one given by VISA/Mastercard, and the other one given by the accounting system, like in the case of a foreign currency invoice.
Optionally, Payhawk can export bank statements in the native Dynamics Finance bank statement reconciliation module.
Payhawk’s Supplier Management module hosts your supplier data in sync with Dynamics Finance, ensuring your Supplier Master Data is always up to date. You can manage and create vendors directly in the Payhawk platform. We also keep an audit log to track any change to Supplier Information made by your admins or accountants.
The integration can be extended or customized to fit your requirements by our Solutions Engineering Team or authorized solution partners. Please contact your Account Executive for more information.
Discover more of Payhawk
Automate manual tasks and close your books 2x faster