Sync options reference

Every option below lives on a company's Settings page in connect.planapulse.com. Sensible defaults are on, so most teams never change these — but here is the full list, grouped by what it controls. Direction shows which way the data flows: Payhawk → Odoo, Odoo → Payhawk, two-way, or — for a local setting that moves nothing on its own.

Documents

Option	What it does	Default	Direction
Import expenses as vendor bills	Turns each reviewed Payhawk expense into a vendor bill in Odoo.	On	Payhawk → Odoo
Attach receipt documents	Attaches the receipt image/PDF to the Odoo bill.	On	Payhawk → Odoo
Back-link to Payhawk	Adds a link on the Odoo bill back to the original Payhawk expense.	On	Payhawk → Odoo
Auto-post bills	Posts imported bills automatically instead of leaving them as drafts.	On	In Odoo

Master data

Option	What it does	Default	Direction
Sync suppliers	Links each Payhawk supplier to one Odoo vendor — matched by tax ID then name — and creates whichever side is missing it. Odoo is the master record: later edits to a linked vendor are pushed Odoo → Payhawk, never the other way.	On	Two-way
Suppliers per run	How many vendors one run handles per direction. The rest follow on the next runs, so nothing is skipped. 0 = no limit.	200	Two-way
Sync tax rates	Publishes your Odoo purchase taxes to Payhawk so reviewers pick the same taxes.	On	Odoo → Payhawk
Which taxes to sync	Optional pick-list of which purchase taxes to publish.	Empty = all active purchase taxes	Odoo → Payhawk
Sync chart of accounts	Publishes your Odoo expense accounts as Payhawk account codes.	On	Odoo → Payhawk
Sync departments / analytics / branches / assets	Publishes analytic accounts, departments, branches and asset models to Payhawk.	On	Odoo → Payhawk

Payments

Option	What it does	Default	Direction
Import payments / bank movements	Brings settled card and reimbursement payments into a dedicated Payhawk journal.	On	Payhawk → Odoo
Group into bank statements	Wraps payments into bank statements; off keeps modern bare statement lines.	Off (bare lines)	Payhawk → Odoo
Set supplier on payments	Fills the supplier/partner on each imported payment.	On	Payhawk → Odoo
Update currency rates	Keeps Odoo's exchange rates aligned with the payment currencies.	On	Payhawk → Odoo

Behaviour

Option	What it does	Default	Direction
Target Odoo company	The Odoo company bills and payments land in.	Required	—
Max records per run	Caps how many records one sync processes.	200	—
Real-time webhooks	Triggers a sync the moment an expense is reviewed, instead of waiting.	On	Payhawk → Odoo
User mapping	For reimbursements: maps a Payhawk person to an Odoo user or employee.	—	—

Guards

Option	What it does	Default	Direction
Match base currencies	Refuses to sync if the Payhawk entity and Odoo company use different base currencies.	On	—

Auto-post safety

Auto-post bills is on by default, but it never posts something questionable. A bill whose tax code could not be matched to an Odoo tax is always left as a draft with a warning for you to review — it is never auto-posted. So the worst case is a bill waiting for you, never a wrong posting.

Which taxes to sync

Leave Which taxes to sync empty and PLANA Connect publishes every active purchase tax to Payhawk — this is what most teams want. Use the pick-list only when you want reviewers to see a shorter, curated set of taxes (for example, hiding taxes you keep for reporting but don't use on expenses).

How taxes are handled

For each expense line, PLANA Connect maps Payhawk's tax to the matching Odoo purchase tax by its name and derives the net from Payhawk's gross. It does not compute the tax itself — when the bill is posted, Odoo recomputes the full tax accounting (the accounts behind each tax, VAT-return boxes, reverse-charge, non-deductible, and so on). If a tax can't be matched, the line is left untaxed and the bill stays a draft with a warning, so nothing wrong is ever posted automatically.

Where next

Coming from 8. Go live? These settings are what you fine-tune afterwards. If something isn't behaving as expected, see troubleshooting.