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5. How to export card transaction from Moss
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Written by Support
Updated over 9 months ago

General Information

Moss exports complete posting records with receipts documents to Exact Globe.

Benefits & Features

  • Complete postings for invoices and payment: Moss exports each card transaction as two booking entries: purchase entry and payment entry.

  • Accounts payable cleared after Export: Transactions show up matched and allocated in Exact Globe.

  • Note: Please check the setup of General Moss Accounts and "Booking Logic" for more Information

  • Default Vendor for Card transactions

  • Moss Balance Account for Payment booking

  • Link to bank account for top-up (Moss Debit) / direct debit export (Moss Credit)

How-to: Export from Moss

For the steps in moss, see:

  1. Click on Exact Globe API and then click on “Export” in the side panel.

  2. In Exact Globe, navigate to Finance > Purchase

  3. And select the Purchase journal you specified in Moss

  4. You will see transactions exported

  5. You can check receipt attached by clicking Edit > Attachment sign > Open

  6. To check Payment navigate to Finance > Bank/Cash

  7. And select Bank journal you specified in Moss

  8. You can find a payment there that will be matched to the purchase

You finished the guide!

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