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Create Moneybird invoices from Harvest uninvoiced hours

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README

Are you using Harvest and Moneybird? Then this is a solution for you.

Combining the excellent time tracking of Harvest with the amazing invoicing (and bookkeeping) of Moneybird Harvester will allow you to create invoices in Moneybird based on your uninvoiced hours from Harvest.

Installation

Ensure a java runtime is available

brew install openjdk@11

Then run bin/setup.

Moneybird

Create a new API token for personal use. For this app we only use the "Sales invoices" permission.

After saving the API token go back to edit it and set the Redirect URI to http://localhost:3000/moneybird.

Now edit .env and set MONEYBIRD_CLIENT_ID and MONEYBIRD_CLIENT_SECRET. Also set MONEYBIRD_ADMINISTRATION_ID with the id found in the url after logging in to Moneybird.

Harvest

Create a new API token and edit .env and set HARVEST_ID and HARVEST_TOKEN.

Usage

Start a rails server with bin/rails s and navigate your browser to http://localhost:3000.

You will be presented with a table of projects with uninvoiced hours from harvest. To authenticate the app with Moneybird you have to follow the instructions.

After you return to the app you will be able to select projects using a checkbox and picking a contact to create the invoice for.

Once you click Create invoice and a success message has been shown your invoice will have been created with Moneybird.

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Create Moneybird invoices from Harvest uninvoiced hours

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