Note: The integration with Moneybird is available starting from the Advanced plan
Table of Content
About Moneybird
Moneybird is a fully online accounting package, specially developed for entrepreneurs, where your accountant can view your data for free. You can invite more users without extra cost. Creating quotes and invoices is a breeze, and you can easily process incoming documents using the handy (and free!) scan and recognize feature. In your reports, you can instantly see how your business is performing, wherever and whenever you want!
Moneybird focuses on self-employed entrepreneurs, startups, small businesses, and SMEs.
Connect the integration
To integrate Moneybird with TimeChimp, go to the gear icon > integrations, and click on the Moneybird App. You can activate it for free.
Upon activation, you'll be redirected to Moneybird to enter your login details and grant TimeChimp access. Granting access may take a few seconds.
Once successfully connected, you'll be redirected to the Moneybird settings page in TimeChimp (Gear icon > App Center > Integrations > Moneybird). Here you can choose a default administration and product.
Products
You can create products in Moneybird, so the linked invoice lines are automatically assigned to the correct VAT rate and category (such as the correct general ledger account). In TimeChimp, you can choose a default product on the Moneybird settings page. Additionally, you can link a product to an activity or expense category (when editing that activity/category). When you register hours for this activity and create an invoice, the correct category and VAT rate will be automatically applied.
Import Clients
Once you've connected Moneybird, you can import all you clients from Moneybird at the gear icon > Import. You'll find the imported clients under 'Relations'. The integration links clients using the 'Customer Number' field in TimeChimp, which must match the 'Debtor Number' in Moneybird. If a customer number does not exist in TimeChimp, a new client will be created.
Alternatively, you can first create your clients in TImeChimp. When creating an invoice in Moneybird, the client will automatically be created in Moneybird if they don't already exist. TimeChimp checks the customer number; if the customer number that TimeChimp sends does not exist in Moneybird yet, the client will be created.
Creating invoices
You can easily create an invoice from all your tracked hours, expenses and trips in Moneybird. To do so, go to reports > Hours, select the hours (and expenses and trips), and choose Actions > Invoice in Moneybird.
You can also invoice clients or projects directly from FInance > Uninvoiced or Finance > + New Invoice, and then send it to Moneybird. This is particularly useful for projects that have subscription-based or fixed-price billing methods.
When you click 'invoice in Moneybird', TimeChimp will automatically create an invoice and mark it as 'paid' immediately.