This is the third article in our Microsoft Dynamics Business Central (MS BC) Guide, which explains how Moss syncs data with MS BC.

If you have any questions about how to connect Moss and MS BC, please read the first and second article in the guide first.

You can export all your data from Moss directly into your accounting system. Please find instructions on how different types of transactions sync into MS BC.

Follow these steps to go to the export page:

Open Moss
Click on “Export” in the feature overview
Now go to one of the instructions below, depending on which expenses you want to export.

Export card transactions from Moss into MS BC

Follow these steps to export your card transactions from Moss and import them into MS BC.

Make sure you are in the “Card Transactions” tab.
Now select the card transactions you want to export.
If you want to export all transactions at once, simply click on the box at the top of all items to select all.
To export the items, click on “Export items.” The number will change depending on how many items you have selected.
A side window will open where you have to click on “Export” at the bottom.

Export invoices from Moss into MS BC

Follow these steps to export your invoices from Moss and import them into MS BC.

Make sure you are in the “Invoices” tab.
Now select the invoices you want to export.
If you want to export all invoices at once, simply click on the box at the top of all items to select all.
To export the items, click on “Export items.” The number will change depending on how many items you have selected.
A side window will open where you have to click on “Export” at the bottom.

Export reimbursements from Moss into MS BC

Follow these steps to export your reimbursements from Moss and import them into MS BC.

Make sure you are in the “Reimbursements” tab.
Now select the reimbursements you want to export.
If you want to export all reimbursements at once, simply click on the box at the top of all items to select all.
To export the items, click on “Export items.” The number will change depending on how many items you have selected.
A side window will open where you have to click on “Export” at the bottom.

Export balance movements from Moss into MS BC

Follow these steps to export your balance movements from Moss and import them into MS BC.

Make sure you are in the “Balance movements” tab.
Now select the balance movements you want to export.
If you want to export all balance movements at once, simply click on the box at the top of all items to select all.
To export the items, click on “Export items.” The number will change depending on how many items you have selected.
A side window will open where you have to click on “Export” at the bottom.

How Moss Exports appear in Business Central

All transactions (card transactions, AP invoices, employee reimbursements) are created as Purchase Invoices in business Central with the coding from Moss and the receipts attached. Moss attaches an audit protocol in addition to the actual receipt.

You can find Moss exports under “Purchasing” > “Purchase Invoices”
All transactions appear as unposted outstanding invoices, even when they have been paid from Moss (as credit card payment or wallet transfer). This is because Business Central requires invoices to be posted first and then being reconciled against payment entries.
All purchase entries have the documents from moss attached. Moss attaches an Audit protocol as an additional document to document expense processes in Moss
You must post these Purchase Invoices now in Business Central. You can do this as bulk action from the Purchase Invoice list when applying an appropriate filter or individually in the respective invoices.
For all transactions that have been paid from Moss (credit card transactions or Moss Wallet payments), the integration automatically creates entries in the linked Moss Payment Journal. From there you can reconcile the payments.
Open “Cash Management” > “Payment Journals”

Then select your Moss Payment Journal
Post the Payment Journal. If the corresponding Purchase Invoices were posted already, the payment will automatically reconcile the balance on the Vendor account. Otherwise it will leave an open payment entry on the Vendor.