If you want to book Moss transactions in a specific purchase journal to keep them separated from other purchase entries, please create a Moss purchase journal

You can also use an existing purchase journal if you prefer

Define URL structure to enable direct links from Twinfield to attached receipts in Moss for each transaction

Navigate to Financial professionals > Dimensions > Balans in Twinfield and click First free code to create a Moss Balance account.

All transactions will be booked on that specific supplier account

Alternatively you can also enable supplier accounting in Moss which allows you to book card transactions on the respective supplier account of each merchant. In that case you would not need to create a default supplier account in Twinfield

To create a new bank account, go to Cash & Banks > Bank accounts > click New bank account and complete the New bank form as desired.

Define your Balance Account, Cash-in-Transit account and default supplier account (if applicable) in Moss.

Import and set up your

Navigate to "Accounting" -> "Export formats" and create the CSV format for purchase entries in Twinfield. You can use our pre-defined template for that

Then create a CSV format for bank entries in Twinfield. You can also use our pre-defined template