Supported Features
Account Deletion
Account Provisioning
Cost Aggregation
Administrator privileges for MoneyForward Cloud Expense are required for integration.
Integration Setup
In the MoneyForward Admina integration screen, search for MoneyForward Cloud Expense and click Connect.
You will be redirected to the MoneyForward Cloud Expense login. Select or enter your MoneyForward Cloud ID and log in.
After logging in to MoneyForward Cloud Expense, review the details and click Approve.
If you have multiple workspaces, a list of candidates will appear. Click Connect for the one you want to use.
Once the integration with MoneyForward Cloud Expense is successful.
Registered user information will appear in the account list.
If the process does not complete successfully, go to the Status tab on the integration screen, click Edit.
Try connecting again.
If the issue persists, please contact us via chat.
For an overview of the MoneyForward Cloud Expense integration, see the integration page.
Manual Account Matching When Email Address Cannot Be Retrieved
This service is a SaaS where email addresses cannot be retrieved, so user types will be identified as “Unknown.”
If needed, manually match (merge) accounts with other accounts.
For details on the settings, see the following:
Manually link (merge) a SaaS account to another account
