This is the second article in our AFAS Guide, which explains how to successfully connect Moss and AFAS.
Before you start connecting Moss and AFAS, please ensure that you meet all the requirements and have the necessary data ready—these topics are covered in the first article in the AFAS Guide.
General information
Connecting your Moss account to AFAS will allow you to automatically import your GL accounts, Suppliers, VAT rates and Cost centers; and easily export your card transactions from Moss to AFAS in just a couple of clicks. This article explains how you set this connection up.
To connect Moss with AFAS, you need a Moss user account with either the Accountant role (internal or external) or the Administrator role.
Connect Moss with AFAS
1. Open Moss and navigate to “Settings” > “Accounting”
2. Click “Set up Accounting”
3. You’ll be asked whether you’re responsible for accounting and have access to all necessary bookkeeping functions in your company.
If you do, please proceed with the setup. If not, please assign this task to the appropriate person and invite them to Moss if they haven’t joined yet.
4. Select AFAS as your accounting software from the list and press “Continue”.
5. Then enter your AFAS Entity ID and Authentication token that you generated while creating the App Connector and click “Connect to AFAS”.
Note: If you don't know your you AFAS Entity ID, login to https://www.afasonline.nl and it will appear in the very middle of the top bar.
The authentication token was created during the AFAS App connector setup.
If you want to use custom get connectors from AFAS, you can toggle on the option to specify other than the proposed standard connectors.
6. Now you have to select the administration that you want to connect with and then click on “Synchronize”.
7. Mandatory accounts
Now you need to enter the Moss-Balance-Account and the In-Transit-Account.
8. Purchase journal & Default Supplier
Now enter your purchase journal and your default supplier.
Enable Supplier accounting for card transactions if you want to post transactions against the respective merchant’s suppliers. You can toggle the option off if you want to post all card transactions against one single Moss Default Supplier.
9. VAT settings
Disable the “VAT registered” option if your administration is not VAT registered.
10. Select your dimensions
On this page you can map two cost dimensions from AFAS, such as Cost Centre or Cost Carrier. Other dimensions, such as Project codes, Cost items, additional dimensions can be added at a later stage. Please read our Dimensions Guide for AFAS for more context.
Note: You can map other dimensions such as project codes or cost dimensions here if you don’t use cost centre and cost carrier or these are not your primary dimensions. The display name of dimensions can be changed later.
11. Overview of the setup
You will now see an overview of all the settings that you have just set up.
Review your settings so far. On this page, you can add additional configuration:
Bank Journal: Select the bank journal you want to use to record Moss payments
Prepayment Account: Select your GL code to reflect deferred cost in AFAS
FX fee account: Map your bank fee GL code to this field. If populated, Moss will record conversion fees charged for FX transactions on this account.
Note: This does not refer to gains and losses from FX conversion, but is being used for fees charged by Moss for FX payments only
Kenmerk value for Workflow settings: Optionally you can specify a “kenmerk value” for Moss exports to AFAS. This value can be used to route Moss transactions into a predefined workflow or skip approvak workflow in AFAS altogether. If left blank, Moss will export transactions with no kenmerk value (feature value)
Standard payment method for new suppliers: If you create new creditor accounts from Moss into AFAS, you can define the standard payment method for these suppliers through this setting.
Check if everything is in order and then click on “Continue”.
Note: All those settings can also be changed at a later point.
12. Chart of Accounts
You will see all the imported chart of accounts.
You can mark accounts inactive if you don’t need them in Moss context by selecting the accounts, click “Edit” > “Status” and select “Inactive”. You can always get back to these settings and re-activate accounts.
13. Suppliers
You will see all the imported suppliers.
You can mark suppliers inactive if you don’t need them for Moss. You can always get back to these settings and re-activate accounts.
Moss synchronises these supplier fields in both directions:
Supplier Name
Supplier Number
VAT ID
Currency
IBAN
BIC
Address; Country, Street, Post code, City
Continue with the setup by clicking on “Continue”
14. VAT settings
You will see a list of all the imported VAT codes
You can mark VAT codes inactive if you don’t need them in Moss (to code purchases against them).
Click on “Continue”
15. Cost centre
You will see a list of all your imported cost centers. You can mark those inactive which you don’t need in Moss.
16. Cost carrier
Now you will see a list of all your imported cost carriers. You can mark them inactive if you don’t need them in Moss.
The setup is now complete.
All these settings can be adjusted again under “Settings” > “Accounting”.
Your bookings will now be exported directly from Moss to AFAS together with the document images, including the audit log protocol.
You have now successfully connected the tools.
In the next article you will learn how to export your data from Moss into QuickBooks.