What data can be transferred with this integration?
Invoices must be transferred by file export from Moment into Xledger. Invoices will be sent to your customer from Moment. Then you can transfer the invoices into Xledger, as vouchers. There are two ways of doing this:
Automatically send the invoice to a email-receiption-address at Xledger when finalizing the invoice. This will result in a booking in the journal in Xledger.
Regularly export a file containing all invoices since last export (csv-file). This file must be imported manually in Xledger. Only finalized invoices will be included in the file.
Fields included in the invoice export file: invoice number, description, customer number, project number, invoice date, due date, payment id (kid or invoice number), total amount including vat, vat code.
Xledger is not able to receive attachments. If the accountant needs to see the attachments, please access Moment (external users are free in Moment).
When a customer is created in Moment, it will be immediately transferred to Xledger. Any changes on a customer will also trigger a transfer from Moment to Xledger.
Fields included: customer name, customer number, organization number, email, address fields and country code.
When creating a new project, it will automatically be transferred into Xledger. Any changes on a project will also trigger a transfer from Moment to Xledger.
Fields included: project name, project number.
When activating this, Moment will automatically retrieve incoming expenses from Xledger. 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 the account number(s) specified on integration seup in Moment.
All imported expenses is set as billable by default.
Fields included: description, amount including vat, supplier name, invoice date. Attachments are also retrieved from Xledger, and saved on the expense in Moment. You can choose to attach these attachments when invoicing the expense.
Important to know
Moment = master. This means that the invoice number, customer number and project number will be transferred into Xledger. Do not change the numbers in Xledger.
Please note that Xledger has a limitation of requests per hour. You will see your current plan when you generate your API token in Xledger. If the limitation is exceeded, the data will not be transferred in Xledger. This might occur if there are large number of edits/registrations done in Moment at the same time. The data will get transferred when Moment re-try next hour, automatically.
Make sure that account numbers used in Moment are matching the account numbers used in Xledger, also the VAT codes should be matching.
In Moment navigate to Setup / Settings / Integrations to add Xledger integration.
To add the integration, click on the "+ New Integration..." button in top right corner.
Select Xledger from the list of integrations
Fill out the form with required information.
Get the credentials needed from you Xledger contact. Make sure the user has API-access. Using the credentials an API token can be generated.
The generated API token is filled in here.
Emails to notify
Get notifications if some error occurs, enter the email where this is to be sent.
Enable this to get customers transferred.
Export invoices (coming)
Enable this option to get expenses transferred from Xledger to Moment.
Fill out the fields below with information received from Xledger.