Open up Moss

Go to "Settings" > "Accounting" and click on "Connect to Accounting System"

Select the NetSuite integration

Copy the Account ID for your NetSuite Account from the Browser URL when you are logged in to NetSuite

Enter the "Token ID" and "Token Secret" which we created during the previous step (The option to use additional connection parameters should only be used after consulting our Support team)

Click on "Connect to NetSuite"

Select the entity you want to connect to, then press "Sync and Continue".

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Moss imports your Chart of Accounts, Vendors and Tax Codes from NetSuite into your Moss account.
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Select the Moss Balance Account and the Cash-in-Transit Account which is used to top up the Moss balance (If you want to export an entry “Primary business account to Moss Balance Account” you can select the preferred bank account here.)

Define Default Moss Vendor or enable supplier accounting for card transactions to book transactions on respective vendor accounts. The Chart of Accounts has been synced from NetSuite.
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Map your first cost dimensions such into Moss. These should be your primary dimensions such as Class, Location or Department. You can re-name these in the Moss UI in a later step if you don't use Cost Center and Cost Carrier. You can also load more dimensions later. Please find additional information on Dimensions here.

Supported Cost Dimensions:

In the next Review step you can review your settings so far and add additional configuration. All of these configuration can be adjusted at any time later.
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- Line Description Export Type You can specify if Moss posts a standard combination as "booking text" into the expense memo field or the custom note text you enter in Moss only (we recommend to test both scenarios if you are unsure)
- The transaction form fields do not need to be specified, except you are explicitly asked by our Support team to do so
- Accounts Payable accont: You can specify a Moss specific Accounts Payable accont for Moss exports if you want to post all Moss transactions onto this. Otherwise Moss uses NetSuite default settings or Vendor Account defaults
- Enable supplier accounting When toggled off, card transactions are posted on a single Moss vendor, when toggled on, the respecitve vendor accounts per merchant is being used in transactions (the latter does still allow to post smaller amounts on a single collective Vendor account)
- FX and Payment fees account: This account is used to post bank fees of service fees Moss charges for FX payments. These will be posted separately from the actual expense
- Enable Expense Reports for reimbursement exports: If toggled off, Moss will post employee reimbursements as Vendor Bills, Employees must be created as Vendors. If toggles on, Moss posts these expenses as NetSuite Expense Reports, posted on Employees and Expense Categories.
- Enable the creation and updating of suppliers from Moss: If toggled on, you can create new Vendors directly from the Moss interface. These get synced into NetSuite via API.

Continue to set up the Chart of Accounts, Vendors, VAT codes, Cost Centers and Cost Carriers. All Accounts should be synchronised from NetSuite already.
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After reviewing your Chart of Accounts, continue. These accounts can be marked inactive if not needed in Moss. You can access this page at any time later.

Check synchronised Vendor accounts under “Suppliers”, then continue.

Now check VAT rates (Tax Codes) synced from NetSuite. You can set VAT codes inactive, which are not needed on the Moss platform.

Click three dots, hover over “Status” and select “Inactive” to mark VAT codes inactive. These codes will not appear as options for pre-accounting for cards, invoices and reimbursements.

Check the dimension items that have been synced as Cost Center dimension on Moss from NetSuite. The dimension can be re-named in Moss later to use their actual NetSuite name.

Now check the accounts that have been synced as cost carrier dimension on Moss from NetSuite and finish setup

NetSuite connection and integration setup are now completed