Checklist
1. Setup network rules
Moss should be able to connect to your Exact Globe instance. Firewall rules should be adjusted to allow connection on ports 443 and 8020 (default for Exact Globe).
Details are explained in the “Setup Exact Globe to use with Moss” section
2. Connect Moss & Exact Globe
Once Network configuration is complete, make sure you have credentials (login/password) to be used for integration between Moss and Exact Globe.
Navigate to Moss website and initiate integration setup from the “Accounting” section on the left menu list.
3. Sync and Manage Chart of Accounts, Suppliers, VAT codes and Cost Dimensions
Set booking accounts, suppliers and VAT codes as inactive when you don't need to access them on the Moss platform.
Categories we get from Exact Globe:
Chart of Accounts
Suppliers
VAT codes
Cost Dimensions:
Cost Centers
Cost Carriers
4. Setup “Supplier accounting”
Connect Exact Globe and set the Moss Balance Account created in the step above. Then, select your primary business account for top-up bookings and create a default supplier for card transactions, if you want to use one to book all transactions.
Enable “Supplier Accounting”, if you prefer booking transactions on the respective merchant's supplier account. The “Supplier Accounting” setting is found within the toggle in the setup flow. If you want to book card transactions on separate supplier accounts, make sure that the settings are selected in the General Setup. If you want to use a Collective Supplier, please add a Moss Default Supplier in the General Setup window and disable the “Supplier Accounting” setting.