What data can be transferred with this integration?
When an invoice is finalized in Moment, it will be immediately transferred PowerOffice Go. Each invoice will create an PowerOffice Go-invoice with invoice lines, and then the invoice will be automatically posted in the journal in PowerOffice Go.
If you finalize a credit note, it will contain the corresponding invoice number.
Each invoice includes the following fields: invoice number, description, customer number, project number, invoice date, due date, kid number, total amount including vat, department, currency code, currency rate.
Each invoice line includes the following fields: description, account code, vat code, quantity, unit price, amount, discount percent,
The invoice pdf-file (attachment) is also transferred to PowerOffice Go.
When a customer is created in Moment, it will be immediately transferred to PowerOffice Go. Any changes on a customer will trigger a transfer from Moment to PowerOffice Go. When an invoice is transferred, it will also include the customer, to ensure that the customer data is updated.
Fields included: customer name, customer number, organization number, contact email, invoice email address, address fields and country code.
When creating a new project, it will automatically be transferred into PowerOffice Go. Any changes on a project will trigger a transfer from Moment to PowerOffice Go. When an invoice is transferred, it will also include the project, to ensure that the project data is updated.
When activating this, Moment will automatically retrieve incoming expenses from PowerOffice Go. Then you can include these expenses (with attachments) when you are invoicing in Moment.
We only retrieve expenses posted on project numbers that also exist in Moment. We retrieve all expenses posted on account > 4000. We retrieve expenses posted 2 days back in time, from today's date. If you need to re-run the import, it will not overwrite existing expenses saved in Moment.
You can set all imported expenses as billable by default, but you can also specify this billable option on the price model for each project.
Fields included: description, amount including vat, supplier name, invoice date. Attachments are also retrieved on saved on the expense in Moment. Then you can choose to include these attachments in the invoice.
Important to know
Moment = master. This means that the invoice number, customer number and project number will be transferred into PowerOffice Go. Do not change the numbers in PowerOffice Go.
If you need to trigger a transfer of customers and projects from Moment, the data will be transferred regardless of state (active, potential, inactive and so on). If you want to transfer more than one, separate by comma. This can be done here: Setup > Tools
Products are not being transferred to PowerOffice Go.
In PowerOffice Go: get your Client key. In PowerOffice Go, you will find this in Menu > Settings > Extensions > Add Extension. Select "Moment Prosjekt". Please contact PowerOffice Go support for questions if you need help. The final Client key must be entered and saved in the integration setup page in Moment: Setup > Settings > Integrations.
Your accounting plan in Moment must match the accounting plan in PowerOffice Go. For each account in Moment you need to set the external VAT code. This is a numeric value. If an invoice contains invoice lines that belongs to an account with missing VAT code, the export will fail.
Since invoicing is done in Moment, please set default delivery method to "Print/Utskrift" for customers in PowerOffice Go. This can be done in PowerOffice Go here: Meny > Innstillinger > Fakturainnstillinger > Fakturaleveringsmetode > Utskrift. (This setting applies to new customers, not existing). If delivery method is set to other than print, it will be required to add organization number (Vat number) on customer.
If you want to import expenses, please decide if you want all expenses to be set as billable be default. This can be overridden on the price model on each project.
Please make sure your account numbers and vat codes are equal in Moment and PowerOffice Go. Note! Moment uses 7746 as rounding account, by default in PowerOffice Go this is 7740. Update the account in Moment to be the same as defined in PowerOffice Go.
If you want department included on invoices, select how to get department information in Moment.
Please add the email address that will receive error messages if something fails.