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 limiation is exceeded, the data will not be transferred in Xledger. Usually the data will get transferred when Moment re-try next hour, automatically.
In Xledger: get your credentials and make sure this user has API-access. This is used to generate the API Token. Please contact Xledger support for questions if you need help. This API-credentials must be entered in Moment "Integration setup" page.
Please make sure your account numbers and vat codes are equal in Moment and Xledger.
Please add the email address that will receive error messages if something fails.