Connecting Payhawk to MS Business Central

Owned by Majvina Lekaj
Jan 23, 2024
3 min read

Payhawk supports direct integration to Business Central, providing 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 Business Central and Payhawk.

 

Initial interaction between Payhawk and MS Business Central

MS Business Central does not have an Update button for extensions. Therefore, to update the Payhawk's extension to its last version, if available, you will need to:

  1. Go to Extension Management in Business Central.

  2. Uninstall the Payhawk extension.

  3. Re-install the Payhawk extension.

 

Prerequisites

Before you connect Payhawk to MS Business Central, make sure you have:

  • Administrator rights for MS Business Central.

  • Administrator rights for Azure.

  • The No. Series and Bank Acc. Posting Group fields in MS Business Central have to be set. Otherwise, while you will be able to finish the current setup, the data between the two systems will not be synced.

  • The Payhawk extension from the Microsoft marketplace has to be installed. For additional support, follow the official Microsoft guide.

 

Note on installing the Payhawk extension

To be able to install the Payhawk extension, you need to have either of the following:

  • Administrator rights for MS Business Central.

  • An account with rights to install third-party extensions to the MS Business Central environment (Permission - “EXTEN. MGT. - ADMIN (System)“).

The ERP administrator or account holder has to install the Payhawk extension from the MS Business Central AppSource. The extension will then add a new permission set (“PHK PAYHAWK ACCESS (System)“) to the list of permission sets in the ERP environment. This new permission set has to be added to the account that will be used to connect the Payhawk and MS Business Central systems.

 

Connecting to MS Business Central

Once you have completed the prerequisite steps, you can start connecting to MS Business Central in the following way:

  1. Go to Dashboard > Settings > Integrations.

  2. Under Available integrations, find MS Dynamics Business Central and click on Connect.

  3. On the next screen, click Continue.

     

  4. Choose the proper environment to which you want to connect.

  5. Now, you need to select the legal entity in MS Business Central that will be connected to the Payhawk account so that the data between the two can be synced.

     

    Each Payhawk account is connected to a specific MS Business Central entity which determines what data between the two systems will be synced.

 

Mapping the bank accounts

While connecting Payhawk to Business Central, Payhawk will ask you to configure the main settings and provide the following information:

  1. In the Bank account mapping field, provide a bank account that will be mapped to each Payhawk account.

  2. In the Bank accounts reconciliation field, specify whether your preferred reconciliation is daily, weekly, or monthly.

  3. In the Payments configuration field, choose which is the general ledger account in which you want to have POS and FX fees booked.

  4. In the Payhawk specific accounts field, choose an account for suspense cash in transit.

  5. Click on Continue to start synching the information.

 

 

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.

 

Next steps

 

Source Connecting Payhawk to MS Business Central | Payhawk