As a Finance Manager, you often need access to supplier contracts, NDAs, or timesheets when reviewing or approving invoices. Moss now enables you to store these documents directly on supplier profiles and access them instantly during the invoice flow—helping you make faster, better-informed, and audit-ready decisions.
Who can upload and view documents?
📤 Upload & View
Any user with access to an invoice can:
Upload supporting documents to the linked supplier
View all supplier documents from both the invoice and supplier profile
🛠️ Edit & Remove
Admins and Accountants can replace or delete any supplier documents.
Document owners can replace or delete supplier documents that they uploaded themselves.
How to upload a document
You can upload documents in two ways:
Option 1: From an invoice
Go to “Invoices”
Open the relevant invoice
In the invoice drawer, click the "Supplier attachments (#)" link
Click “Upload file” to add a new document
Option 2: From the supplier profile (Admins and Accountants only)
Go to “Settings” > "Accounting" > “Suppliers”
Open the relevant supplier profile
Scroll to the “Documents” section
Click “Upload file”
Select your document (PDF, JPG, JPEG, PNG and XML).
Uploaded documents are linked to the supplier and become visible across all related invoices.
Where to find these documents during invoice review or approval
In the invoice drawer, you'll see a "Supplier attachments" link next to the "Attachments" section.
The number in parentheses, for example, "Supplier attachments (1)", indicates how many documents are stored for that supplier.
Clicking the link opens a list of files, which you can preview or download - without leaving Moss.
This ensures that reviewers, verifiers and approvers always have the necessary documentation to support their decisions.
FAQs
Which file types are supported?
PDF, JPG, JPEG, PNG and XML.
Are supplier documents included in the accounting export?
No. These files are kept within Moss for internal use and are not included in invoice exports.
Can documents be removed after upload?
Yes - by Admins and Accountants and document owners.