Moss can automatically deliver your spend data (Card transactions, Invoices, Reimbursements and Purchase requests) to your company’s SFTP server on a schedule you control with the audit of everything that was delivered.
Where you can find it
Go to "Settings" → "File downloads". You’ll see three tabs:
Download formats – create/manage CSV templates
Auto-download – connect to SFTP and set the schedule
Download history – audit of all deliveries
Go to "Auto-download" to set up your automatic data transfers.
Before you start
IMPORTANT! Please make sure that you have an SFTP server available. You can create a new server on your local or virtual machine, as well as in cloud (Amazon, Google, Microsoft or other).
Have your SFTP host, port, and destination directory ready.
Decide on Password or Key authentication. Both are supported. Key setup shows a public key you can copy to your server.
Moss has default CSV formats that you can immediately use. If you need a custom format you can create it under Download formats tab.
Set up auto-downloads (scheduled SFTP)
Open "Settings" → "File downloads" → "Auto-download" and click "Enable auto-downloads".
Download cadence
Pick days of week, time, and timezone.
The UI shows "Next download" so you can validate the download timing.
SFTP connection
Enter "Server", "Port" and "Directory".
Choose "Password" or "Key" authentication.
Key auth: The app surfaces a Public Key you can copy, with confirmation when copied.
Download settings (per dataset)
Select a Download format for Card transactions, Invoices, Reimbursements.
Choose Include filters (e.g., Ready for export, include already downloaded, paid/unpaid, missing approval/mandatory input).
Decide on Document attachments (you may include original files along with CSV files into ZIP)
Enable scheduled transfers
After you confirm, Auto-download is enabled and you see the First/Next download time at the top of the page.
How to verify what was sent (audit & “logs”)
Download history lists every file delivered—document name, date, destination (e.g.,
SFTP://host/path), and status (e.g., auto-downloaded, Download failed).Updates feed also surfaces failures (e.g., “1 item failed to download”) and situation when there were no records to download ("Download skipped")
FAQs
Which data types can be auto-downloaded?
Card transactions, Invoices, Reimbursements (each with its own format + filters).
Can I include items that aren’t fully approved/verified yet?
Yes. Use "Include" filters such as “missing approval,” “missing verification,” or “missing mandatory input.” Paid/unpaid and “already downloaded” are available as well.
How are attachments handled?
You can attach supporting documents as a ZIP (as separate files inside an archive)