When you link an invoice to a Purchase Order (PO), Moss helps you apply the same accounting details to the invoice, automatically where possible, and with your review where needed.
How it works
Moss compares the accounting details on the PO and the invoice, including how they are split across lines, to decide whether it’s safe to copy them automatically.
If it’s safe, details are copied for you
If not, you’ll have the option to copy them manually
Note: Accounting details will not be updated, if the invoice has already been exported.
Automatic copying
Accounting details are copied automatically when:
The invoice is missing those details, and
The PO and invoice are split in a compatible way (for example, both are not split, or their lines can be clearly matched)
In these cases, Moss fills in the missing fields using the PO and there is no action needed from you.
When your review is needed
If Moss detects differences or cannot confidently match how the PO and invoice are split:
Your existing invoice values are never overwritten
Differences are highlighted for review
You can choose to:
Keep the invoice values, or
Copy all accounting details from the PO
Manual copy option
When automatic copying isn’t applied, you can still:
Click “Copy accounting details from PO”
Review the proposed values
Apply them to the invoice in one step
This is especially useful when the PO and invoice are split differently across lines.
Key things to remember
Moss auto-fills only when it’s safe, based on how the PO and invoice are split
Your existing values are never overwritten automatically
You can always manually copy details from the PO
You stay in control of the final accounting setup