Luna HR Docs

Integrations

Luna HR connects to your existing business tools to streamline workflows and reduce manual data entry.

Available integrations

Sage Accounting

Push approved expense reports to Sage as purchase invoices.

What it does:

  • An approved, authorised or paid expense report becomes a Sage purchase invoice
  • The employee is matched to a Sage contact by employee number, and created if absent
  • Each expense line becomes an invoice line, using the category's GL code as the nominal code
  • Sync status is tracked per report — pending, syncing, synced or error

Setup:

  1. Go to Admin > Integrations
  2. Click Connect on the Sage card — you'll be sent to Sage to authorise Luna, then returned. There are no API keys to copy: it's an OAuth connection, and Luna stores the resulting tokens encrypted.
  3. Set the GL code on each expense category under Admin > Expense Categories if you want lines mapped to specific nominal codes

FreeAgent

The same flow for FreeAgent, pushing each expense line as a FreeAgent expense entry, with the employee matched by email address.

Sync settings

Each connection has three switches:

| Switch | Effect | |---|---| | Auto-sync | Push a report automatically when it's approved. Off by default — until you turn it on, syncing is manual | | Sync expenses | Whether expense reports sync at all | | Sync contacts | Whether Luna creates a contact at the provider for an employee it can't find |

A report can only be pushed once. If a push is already running, a second one is refused rather than creating a duplicate invoice at the provider — that applies whether the second came from a click or from auto-sync firing at the same moment.

Xero and QuickBooks

Both are listed as coming soon and cannot be connected yet.

Requesting an integration

If you use a tool that isn't listed, you can request it:

  1. Go to Admin > Integrations
  2. Click Request an integration
  3. Tell us what tool you'd like to connect and how you'd use it
  • Expenses — expense data that syncs to accounting tools
  • Reports — exporting data for use in other systems