4. Configuration
Open Settings → Payhawk. (Requires Account Manager rights. Settings are per-company — switch to the right company first if you run multi-company.)
Core connection
| Field | What to enter |
|---|---|
| API Mode | Sandbox for testing, Production for live. Sandbox and Production keys are stored separately. |
| API Key | Paste the key from Payhawk. Bound to the selected API Mode. |
| Account ID | Leave blank — filled automatically on first sync. |
| Bills Journal | Purchase journal for Payhawk expenses/bills. Defaults to the company purchase journal if empty. |
| Receipts Journal | Purchase journal for expenses that have receipts. Defaults to purchases if empty. |
Group accounts
If you operate a Payhawk group (multi-entity) account, also fill:
| Field | What to enter |
|---|---|
| Group ID | Your Payhawk group identifier. |
| Group Key | The group-level API key. |
v19
In Odoo 19 these group fields are company-dependent — set them per company.
Choose what to sync
Open the Miscellaneous tab. Each toggle controls one sync direction. Defaults are sensible for most clients:
| Toggle | Default | Effect |
|---|---|---|
| Sync Tax Rates | on | Push Odoo purchase taxes → Payhawk tax rates |
| Sync Chart of Accounts | on | Push expense accounts → Payhawk account codes |
| Sync Departments | on | Sync Odoo departments ↔ Payhawk teams |
| Sync Suppliers | on | Two-way supplier sync |
| Sync Analytic Accounts | on | Push analytic plans/accounts → custom fields |
| Sync Branches | on | Sync branches |
| Sync Assets | on | Push asset models (OCA or Enterprise) |
| Import Bank Statements | on | Pull fund-account transactions into Odoo |
| Sync Categories | off | Push expense products as categories |
Other useful options on this tab:
- Auto Post — automatically post imported bills/receipts
- Supplier on Bank Statements — include supplier on statement lines
- Clear Teams — remove Payhawk teams with no matching Odoo department
- Delete Logs Older Than — log retention in days (0 = keep forever)
- Request Timeout — API timeout in seconds (default 10)
- Disable Error Reporting — stop sending error diagnostics to PLANA (leave on so we can help proactively)
See the full reference in Sync options.
Select expense products & taxes to push
- Expense Products tab — pick the products exported to Payhawk as categories (use the Export Expense Categories button).
- Tax Rates tab — pick the purchase taxes pushed to Payhawk.
Next: First synchronization →