1. Confirm User Permissions

Xero user has at least the role “Standard” and the permission to access “Reports”.

Guide:

2. Create Moss Bank Account

Create a “mock” bank account or credit card in Xero in order to automatically book payments for card transactions through Moss API.

Guide:

3. Connect Moss & Xero

Open the accounting setup page in Moss: Accounting.

Connect Xero and set the fictional bank account created in the step above as "Moss Balance Account". Then, select your primary business account for top-up bookings and create a default supplier for card transactions, if you want to use one to book all transactions.

Enable “Supplier Accounting”, if you prefer booking transactions on the respective merchant's supplier account. The “Supplier Accounting” setting is found within the toggle in the setup flow. If you want to book card transactions on separate supplier accounts, make sure that the settings are selected in the General Setup. If you want to use a Collective Supplier, please add a Moss Default Supplier in the General Setup window and disable the “Supplier Accounting” setting.

Guides for connecting Moss & Xero :

4. Sync and Manage Chart of Accounts, Suppliers, VAT codes and Tracking Categories

Map your tracking categories from Xero in the way that suits your needs! Set booking accounts, suppliers and VAT codes as inactive when you don't need to access them on the Moss platform.

Guides for Syncing Account Types:

Guides for Syncing Supplier Accounts:

Guides for Syncing VAT:

Guides for Tracking Categories:

Other articles: