Moss exports complete posting records with receipts documents to Xero.
Guide
Features
Default supplier account for card transactions
Moss debit account for payment booking
Link to bank account for top-up (Moss Debit) or a direct debit export (Moss Credit)
Benefits
Complete postings for invoice and payment: Moss exports each card transaction as two booking entries: bill and payment.
Supplier accounts cleared after export: Transactions show up as paid invoices in Xero.
Note: Please check the setup of General Moss Accounts and "Booking Logic" for more information.
How-to export card transactions from Moss
To export transactions, click on "Export" in the side bar navigation, then click on "Card Transactions" in the top bar.
After that you can select multiple transactions. Note that if there are more than 50 transactions in the filter, you will have to select all transactions again in the bar at the bottom.
After selecting transactions click “Export”.
Click on Xero API and then click on “Export” in the side panel.
If an error occurred, we will display it in the side panel.
How-to in Xero
In Xero click “Business” and open “Bills to Pay”.
Open “Paid” tab under bills to find exported card transactions.
You can also find exports in the Moss Debit or Moss Credit account. Click on “Accounting” and then select “Bank Accounts” from the list.
Find the Moss Debit or the Moss Credit Account and open it by clicking on the account name.