Payhawk integration

The Payhawk × PLANA connector synchronises spend management between Payhawk and PLANA Business Cloud. Once configured, expense data flows automatically — no manual entry, no double-keying.

What it does

Direction	What
PLANA → Payhawk	Push your chart of accounts, taxes, departments, suppliers, analytic accounts (as custom fields)
Payhawk → PLANA	Pull reviewed expenses as vendor bills; pull bank statements from fund accounts

Sync happens:

• Every 15 minutes on a scheduled job
• Real-time when an expense is reviewed (via webhook)

Setup

The connector is a module that ships pre-installed on Pro tier and above; on Starter it's available as a paid add-on.

The end-to-end setup is a 20-minute exercise. The full guide lives in the Integrations section — open Payhawk × PLANA v19 (or your version). On v18 use Payhawk × PLANA v18.

The setup covers:

1. Prerequisites — Odoo modules + Python dependency
2. Install the module
3. Get a Payhawk API key (Sandbox first)
4. Configure the connection
5. First synchronization
6. Enable webhooks
7. Go live

How it appears in PLANA

After setup:

• Vendor bills — bills auto-created from Payhawk expenses appear in Accounting → Vendors → Bills with a Payhawk badge
• Bank statements — Payhawk fund account statements appear in the configured bank journal (typically prefixed PHWK for Production, PSND for Sandbox)
• Sync log — settings → Payhawk → Sync Log shows every push / pull with timestamps

Day-to-day workflow

The shift in workflow:

• Before: receipt → expense report → manual entry into Odoo
• After: receipt photographed in Payhawk → AI extracts → approved → auto-creates vendor bill in PLANA → reconciled when the payment appears

The accountant reviews the bills (verifies category, supplier, tax) and posts. The data entry step is gone.

Sync controls

Action	Where
Force a full sync now	Settings → Payhawk → "Sync now"
Pause syncing	Settings → Payhawk → toggle "Active" off
Re-push chart / taxes	Settings → Payhawk → "Push to Payhawk" → choose what
Re-pull expenses since date	Settings → Payhawk → "Pull from Payhawk" → date

Troubleshooting

Issue	Resolution
Webhook events not arriving	Check Payhawk → Webhooks → verify URL is reachable
Expense not creating bill	Often the expense is missing a category mapped to a PLANA account; check Payhawk side
Duplicate bill	Webhook + scheduled sync produced duplicate; PLANA's de-duplication usually catches this; if not, manually delete one
Sandbox vs production confusion	Sandbox uses PSND prefix; never reconcile sandbox transactions in production

For deeper troubleshooting, see /integrations/payhawk/v18/troubleshooting.

Where to read more

• Payhawk × PLANA v18 (full guide)
• Vendor bills — what the integration creates
• Bank reconciliation — for the fund-account bank statements
• Integrations index — other connectors