Why should I set up the Xero API connection to use with my Moss account?
Centralised bookkeeping: Xero allows third party systems to connect all the data for bookkeeping in one place.
Booking automation: Moss default accounts allow the export of invoice and payment booking for card transactions. Moss card transactions will be exported as paid invoices to Xero and the Moss debit account will reflect the payment.
Features
Default Supplier Account for card transactions
Moss Debit Account for payment booking
Link to bank account for top-up (Moss Debit) / direct debit export (Moss Credit)
Setting up the Xero API:
What to know before you automate the card booking process in Xero
In order to fully automate the booking of card transactions (invoice and payment booking with one export), you will need to set up dedicated general accounts in Xero and connect them with Moss.
Please note that there are differences between Moss Debit and Moss Credit. These accounts will differ depending on the Moss product you are using. Make sure you choose the correct account for your Moss product.
How-to set up booking logic in Xero
In order to set up the Moss Debit Account, hover over “Accounting” and click on “Bank Accounts”.
Select “Add Bank Account”.
3. Type “Moss” into the search field and click “manually add your account details” below in order to create a Moss balance account.
4. Set “Bank” and “Account Name” to “Moss Debit Account” (or another name which makes sense). Choose “Other” as account type for Moss Debit and “Credit Card" for Moss Credit.
5. Type 00-00-00 and 0000000 as account number for the account type “Other” when using “Moss Debit”.
6. Choose 0000 or 1234 or some other numbers for the last 4 digits of the credit card.
7. Click “Save” to create a Moss Debit Account.