Sync options reference
Every option lives on Settings → Payhawk → Miscellaneous. Defaults suit most clients.
Sync directions
| Option | Default | Direction | Notes |
|---|---|---|---|
| Sync Tax Rates | on | Odoo → Payhawk | Pushes selected purchase taxes as Payhawk tax rates. Select taxes on the Tax Rates tab. |
| Sync Chart of Accounts | on | Odoo → Payhawk | Pushes accounts with internal group expense as Payhawk account codes. |
| Sync Departments | on | Odoo ↔ Payhawk | Maps departments to Payhawk teams (by external ID / name, preserving hierarchy). |
| Sync Suppliers | on | Odoo ↔ Payhawk | Two-way; matches by VAT, external ID, then name. Batches of 50 per run. |
| Sync Analytic Accounts | on | Odoo → Payhawk | Analytic plans become custom fields; accounts become field values. |
| Sync Branches | on | Odoo ↔ Payhawk | Branch sync. |
| Sync Assets | on | Odoo → Payhawk | Pushes asset models — supports OCA account_asset_management and Odoo Enterprise account_asset. |
| Import Bank Statements | on | Payhawk → Odoo | Pulls fund-account transactions into bank statement lines. |
| Sync Categories | off | Odoo → Payhawk | Pushes expense products as Payhawk categories. |
Behavior options
| Option | Default | Effect |
|---|---|---|
| Auto Post | on | Posts imported bills/receipts automatically instead of leaving them in draft. |
| Supplier on Bank Statements | on | Adds the supplier to imported statement lines. |
| Clear Teams | off | Deletes Payhawk teams that have no matching Odoo department. |
| Delete Logs Older Than | 10 | Days of sync-log retention; 0 keeps logs forever. |
| Request Timeout | 10 | Per-request API timeout in seconds. |
| Max Records | 0 | Cap on records fetched per request; 0 = all (Payhawk still caps at 1000/request). |
| Disable Error Reporting | off | When off, error diagnostics are sent to PLANA for proactive support. Leave off unless required. |
Journals & prefixes
Fund-account journals are auto-created with a mode prefix:
- Production →
PHWK… - Sandbox →
PSND…
You may set a dedicated Bills Journal and Receipts Journal; otherwise the company's default purchase journal is used.
Rate limiting
API calls are rate-limited client-side to 15 requests/second with automatic back-off, so large syncs are throttled gracefully rather than rejected.