Real-time, two-ways Integration between 24SevenOffice and Moment
What data can be transferred with this integration?
When an invoice is finalized in Moment, it will be immediately transferred to 24SevenOffice. Each invoice will end up as a voucher in 24SevenOffice, posted in the journal.
Fields included in the invoice: invoice number, customer number, project number, invoice date, total amount including vat, financial account number.
Prior to importing invoices, configure the series for invoices in 24SevenOffice to the next number sent from Moment.
24SevenOffice is not able to receive attachments on vouchers. If the accountant needs to see the attachments, please access Moment (you do not pay license fees for any external users in Moment).
When a customer is created in Moment, it will be immediately transferred to 24SevenOffice. The final customer number will be generated in 24SevenOffice and returned to Moment. Any changes on a customer will also trigger a transfer from Moment to 24SevenOffice.
When activating this, Moment will automatically retrieve incoming expenses from 24SevenOffice. Then you can include these expenses (with attachments) when invoicing customers.
We will only retrieve expenses that have been approved and posted on a given account number. In integration settings, please specifiy which accounts you want to fetch expenses from. If there is more than one account, separate by comma. In addition, we only retrieve expenses that are posted on a project number that also exists in Moment.
Important! In Moment Setup --> General: please disable customer number field. This is because 24SevenOffice is master of customer numbers when using this integration.
The invoice series needs to be configured in 24SevenOffice prior to activating the integration.
Set the "StartNo" to the next number that an invoice sent from Moment will have.
Settings in Moment
Client id: fixed number that will be added on all projects in 24SevenOffice.
Factoring id: use this if you want all customers to appear with the same customer number in 24SevenOffice. If you don't use factoring, leave it empty.
If you have only one account in 24SevenOffice, you can enter your 24SevenOffice username and password, and the Identity Id will be set automatically. Important! If you have multiple accounts connected to the same username and password, you need to manually enter the Identity Id. Please contact Xledger support if you need help.
If you enable import expenses (from 24SevenOffice into Moment), please name the activity and choose if you want the expenses should be set as billable or not, by default.
Please add the email address that will receive error messages if something fails.