Follow these steps to prepare your Moss Accounting Integration with AFAS
Benefits
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Required Permission
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Let's start!
Setup Checklist
Create App Connectors in AFAS
Enable required "GetConnectors"
DDI Administraties (Profit)
Profit_Accounts
Profit_Allocation_Assignments
Profit_Creditor
Profit_Jounals
Profit_VAT_code
Enable required "UpdateConnectors"
Dossier connector
Financiëlle mutatie connector
Make sure the line KnPurchaseRelationOrg is in the connector
Create a User Token and save it
You will need the authentication token to connect Moss with AFAS. We recommend to store the token safe in a password manager
Create booking journals and accounts in AFAS
Create a Purchase Journal: Used to record all purchases made with your Moss cards.
Create a Bank Journal: Used to record all transactions, from top-ups, to payments and refunds.
Create a Moss Balance Account: Ledger used to keep track of your Moss balance
Create a Moss Default Supplier: to book all card transactions on it. You can use separate supplier accounts for each merchant alternatively. In that case you would not need a default supplier account for Moss card transactions
Connect Moss with AFAS
Make sure your AFAS enviornment has feature number 127, as this is used by Moss to export. Learn more about the feature values in this guide.
Follow the steps to connect AFAS under "Accounting" > "Accounting integration" and press "Connect to Accounting System".
Have your login credentials at hand:
AFAS Entity ID (you can find the ID on the top of your AFAS window)
Authenitcation token (as it has been generated and saved in a previous step)
Enter your Moss Balance Account, Cash-in-Transit Account, Moss Bank Journal, Moss Purchase Journal and Default Supplier Account (if applicable)
General Accounting Setup in Moss
During the setup flow for AFAS you are asked to
Enter your Moss Balance Account, Cash-in-Transit Account, Moss Bank Journal, Moss Purchase Journal and Default Supplier Account (if applicable)
Sync and manage accounting attributes (Expense Accounts, Suppliers, VAT rates, cost centers and cost carriers).