In addition to standard dimensions (tracking categories) Moss also supports billable expenses in Xero. This functionality allows linking customers to a particular bill on the Xero side.
This article describes how to set up Xero to enable billable expenses and how to use it in Moss.
Xero setup
There's no additional steps needed to be performed to enable billable expenses functionality. Please refer to the standard setup flow described here.
Billable expenses in Moss
First, we need to get a list of available customers from Xero. To add customers to Moss, navigate to "Setting" > "Accounting" > "Dimensions" tab.
Click "Add / Import dimension" button and select customers.
Synchronisation starts automatically. On this page you can mark unnecessary customers as "inactive", in this case Moss will not be trying to resynchronise marked elements automatically.
An overview shows you a list of imported dimensions and the number of active items in each of them.
Now, when exporting spend, you can specify Customer on a side drawer.
On export, a customer is automatically linked to a bill on Xero side.
