* This feature is available to select merchants using the KOMOJU Card.
* This feature cannot be used without a subscription to "Money Forward Cloud Expense". Please ensure you have a subscription beforehand. For information on how to subscribe, please consult the Money Forward Cloud Expense support desk.
Integration with Money Forward Cloud Expense
You can integrate your KOMOJU Card transaction history with the accounting software "Money Forward Cloud Expense".
By integrating, your KOMOJU Card transaction data is automatically synced to Money Forward, enabling smoother and easier expense management.
How to Integrate
Step 1: KOMOJU Dashboard > Settings > Setup Money Forward Cloud Expense
Open "Settings" from the left menu on the KOMOJU dashboard. Under the "Connected Services" section, you will find the setup item for "Money Forward Cloud Expense". Click the "Start" button.
Step 2: Click "Start"
When you click "Start", a pop-up window will appear displaying the setup instructions.
Step 3: Generate Application ID and Secret
Click the blue link "here" detailed in "Step 1" within the pop-up. On the destination screen, click the green "New Application" button. Once the application creation screen appears, enter the following information to generate your Application ID and Secret:
- Name: Enter any name of your choice
- Redirect URI: Copy and paste the URL displayed in "Step 3" of the pop-up
- Scope: Leave as default (no changes needed)
After entering the information, click the "Register" button at the bottom of the screen to generate your Application ID and Secret. Paste these into the respective fields at the bottom of the KOMOJU pop-up screen and click "Connect Now". You will then be redirected to the Money Forward Cloud Expense screen, where you should click "Approve".
Step 4: Setup Complete
Once the setup is successfully completed, "Connected" will be displayed on the KOMOJU dashboard.
Main Usage
Approving Transactions
- When you open the card transaction details from the KOMOJU dashboard, the integration status with Money Forward Cloud Expense will be displayed as shown below.
- The status will also show as "Pending Approval" on the Money Forward Cloud Expense side. Please approve the relevant transaction from the "Approval" > "Expense Settlement" menu in Money Forward Cloud Expense.
- Once the status becomes "Approved" in Money Forward Cloud Expense, the status on the KOMOJU side will update accordingly as shown below. This completes the approval process.
Uploading Receipts
The transaction details page on the KOMOJU dashboard includes a feature to upload receipt images.
Receipts uploaded from KOMOJU are automatically synced and reflected in Money Forward Cloud Expense.
Important Notes
1. Refund data is not synced to Money Forward Cloud Expense. Each transaction is only synced to Money Forward Cloud Expense when its status becomes "Captured" (Paid) on KOMOJU.
2. If the integration fails to complete successfully, we may need to investigate and reconnect on our end. If an error occurs during the setup process, please contact us via the KOMOJU Contact Form.