This is the first article in a guide that will walk you through the process of connecting Moss and AFAS. If you follow this guide step by step, you will have successfully connected Moss and AFAS by the end.

Purpose of this article:

This article guides you through the steps you need to take before connecting Moss and AFAS. To connect Moss to AFAS, you need to configure AFAS, create Moss purchase and bank journals, a dummy supplier account for transactions and one for top-up payments and give the right user the necessary permissions. This ensures that the data flow works from day one, without queries or manual corrections.

Checklist (before you connect)

Create a designated AFAS connection user to ensure that the user does not get deactivated
- Learn more

Create App Connectors and GetConnectors in AFAS that will allow you to run data between the two systems
- Learn how to do it
Required permissions in AFAS
- Learn how to do it
Purchase Journal: Used to record all purchases made with your Moss cards
- Learn how to do it
Moss Balance Account: Ledger used to keep track of your Moss balance
- Learn how to do it
Bank Journal: Used to record all transactions, from top-ups, to payments and refunds
- Learn how to do it
Moss Default Supplier: Used for Moss transactions whenever the actual supplier doesn't exist in AFAS
- Learn how to do it
Cash in Transit Account: used to book your Moss deposits
- Make sure to have a Cash in Transit Account, which will be used to book your Moss deposits.

Designated AFAS user

For maintenance reasons, we recommend creating an AFAS user that is not associated to a specific employee for the purpose of running the connection, for example: connections@companyname.com.

App Connector in AFAS

To connect AFAS Profit to Moss, you will need to create an App Connector that will allow us to run the flow of data between the two systems.

Note: If you don’t see the App Connector tab during the setup, then you probably don’t have the necessary permissions to create it. In that case, we suggest asking a colleague with higher permissions to create the App Connector on your behalf.

Note: At the end of this step, you will be shown an access token. Make sure to safe it in a secure place.

Creating App Connectors and GetConnectors in AFAS

Follow the steps below to successfully create the app connector

1. Navigate to: 'General (Algemeen)' > 'Management' (Beheer)' > 'App connector'

2. Then, click 'New'

3. Name your App Connector, select “Classic token” as authentication type and enable automatic token generation. Then select a user group (administrations) that should be granted access to the connector. Then select a user to authorise the connection, ideally a dedicated connection user.

4. Then click 'Volgende'

5. Then click “New” to add App Connectors

6. Select the connectors from the list below and add them to your connector, then continue. These App Connectors will allow Moss to sync all necessary accounting data from AFAS.

ℹ️ You can specify custom connectors. These must be provided when connecting AFAS with your Moss account and need to be mapped to the respective fields in Moss (e.g. chart of accounts, suppliers, VAT codes, etc.).

If you decide to use custom connectors, please ensure that the scope and mapping is correct to use with our integration. We recommend using standard get connectors from AFAS to avoid any integration issues, but allow specifying custom ones in the setup flow.

Connectors for Supporting Accounting Context
- Profit_Journals
- Profit_Transactions_Allocated
- Profit_Allocation_Assigments
- DDI Administraties (Profit)
Connectors for Supplier Master Data Sync (Moss synchronises suppliers and allows supplier maintenance both, in Moss and AFAS)
- Profit_Creditor
- Profit_BankAccounts
- Profit_Address
- Profit_VAT_code
- Profit_Accounts
Connectors for Project & Cost Structure Sync (Project and Cost dimensions are needed to allocate project cost. Dimensions need to be synced to map all your AFAS dimensions)
- Profit_Projects
- DDI_Kosten (Profit)
- DDI_Kostenplaatsen (Profit)
- DDI_Kostendragers (Profit)
- DDI_Dimensies
- DDI_Dimensies 2 (Profit)
- DDI_Dimensies 3 (Profit)

7. Once you have selected all the Connectors, you need to continue with the App Connector generation.

Click “New” and select the update connectors from the list.

Update connectors:
- Inkooprelatie organisatie
- Financiële factuur
- Dossier

8. Complete the App connector setup

9. Make sure to save the access token in a secure place to access it to connect the Moss application later.

10. Save your Moss App connector

11. In order to ensure seamless synchronization with Moss, please make sure the following settings are enabled: Open “CRM” > “Dossier” > Instellingen” > “Type dossieritem”

12. And then open the “Inkoopfaktur (Profit) Dossieritem from the list

13. Here uncheck the box “Only existing combinations allowed” to make sure Moss is permitted to post into AFAS.

Note: If you want to use a specific workflow for Moss transactions, you can enable Features (Kenmerk). You can later specify a kenmerk value in Moss to be used in Moss postings to either exclude it from AFAS workflows or route them into Moss specific workflows (given that spend has been approved in Moss already and might not need an additional approval in AFAS).

Required Permissions

Moss needs specific permissions to successfully connect to AFAS. Make sure that those have been set up correctly in AFAS.

Set up the required permissions

In order to ensure seamless synchronization with Moss, please make sure the following settings are enabled:

Open “CRM” > “Dossier” > Instellingen” > “Type dossieritem”
Then open the “Inkoopfaktur (Profit) Dossieritem"
Here uncheck the box “Only existing combinations allowed” to make sure Moss is permitted to post into AFAS.

If you want to use a specific workflow for Moss transactions, you can enable Features (Kenmerk). You can later specify a kenmerk value in Moss to be used in Moss postings to either exclude it from AFAS workflows or route them into Moss specific workflows (given that spend has been approved in Moss already and might not need an additional approval in AFAS)

Purchase Journal

A Purchase Journal is used to record all purchases made with your Moss cards.

Create a Purchase journal

Follow the steps below to create a Purchase Journal:

Navigate to "Financieel" > "Grootboek" → "Dagboeken"
Then click “New”
Specify the journal code and name. Select “Inkoop” as journal type. Then scroll down to the preferences settings.
Make sure all boxes in the preferences settings are ticked to ensure correct postings

Moss Balance Account:

A Moss Balance Account is a ledger used to keep track of your Moss balance.

Create a Moss Balance Account

Follow the steps below to create a Moss Balance account.

Navigate to "Financieel" > "Grootboek" > "Grootboekrekeningen"
Then click 'New'
Enter an account code and an account name for your Moss Balance Account, select the right account type and complete.
You have created a Moss Balance Bank account successfully.

Bank Journal

A Bank Journal is used to record all transactions, from top-ups, to payments and refunds.

Create a Bank Journal

Before you create a Bank Journal, please ensure, that you have already created a Moss Balance Account.

Follow the steps below to create a Bank Journal.

Open "Financieel" → "Grootboek" → "Dagboeken"
Click “New”
Then, define a journal code > name the journal > select journal type = Financial and set Moss Balance as the journal's counter account
Click "Complete" to save the journal.