Set up a dedicated Bank Journal for Moss card transactions in Exact Online

If you want to use a dedicated Purchase Journal for Moss, please set it up in Exact Online accordingly

If you want to book all card transactions on a single default supplier, set up a Moss Default Supplier in Exact

Set up a Moss-Top-up Supplier. This is required for our booking logic for card transactions and allows us to balance your transactions to the Moss account

Connect Moss with your Exact Online account following the steps of our setup flow: Accounting Setup

Check if Chart of Accounts has been synced correctly and sort accounts under top-level categories for a easier user experience with Moss

Check your supplier Accounts and enter Accounting Attributes for Accounting Automation to them

Check your VAT codes and set those inactive that are not needed on the Moss platform

If Applicable: Check Carriers