Setting up teams
As an administrator, you can set up teams in Moss and assign each employee to their respective team. Setting up teams is easily done.
Login to Moss and go to "User management" > "Teams" tab
Click on the "Create Team" button
Choose which users should be part of this team.
Optionally, you can assign a department and a team manager. If you’re using teams as cost centers, you can also assign a cost center account to each team.
Select the approval policies that should apply to the team.
Why should I set up teams with Moss?
Setting up teams helps you keep track of spend per team, ensures all team spend is booked to your relevant cost center accounts and allows you to assign team managers, who will be responsible for managing any incoming purchase requests from their team.
Team Managers in Moss
You can assign a team manager to any of your existing teams, or while setting up new teams in Moss. This section will cover what responsibilities and permissions the team manager has in Moss, and who can become one.
The team manager in Moss can be responsible for managing card- and payment requests for their team members. This will help free up valuable time for the Moss Administrators, and also ensures that the person who knows most about their team is able to manage and control the team’s spend accordingly.
Managing payment requests as a team manager
The same person can be a team manager for multiple teams. As a team manager, you can be assigned certain approval limits by your administrator that controls up to which amounts you are allowed to approve cards and payment requests for. This can be set up in the approval policies.
If you’re a team manager for multiple teams, you can have different approval limits per each team. As an admin, you can also create different approval limits for cards or invoices to a team manager.
If set up correctly, all payment requests from your team members that are within the team manager's approval limits can be approved (or rejected) in just a couple of clicks. If anyone in your team requests a payment that exceeds the team manager's approval limit, this request is directed to somebody else (according to your approval policies).
Managing your team as a team manager
Apart from the possibility of managing any payment requests of your team members, you are also able to do the following as a team manager:
View and manage your team members' card transactions - Track purchases made by your team in real time and review their submitted receipts. You can also upload receipts for your team members and attach them to specific transactions, change and enter accounting details and assign a budget.
View and manage your team members' invoices - See which invoices have been submitted by your team members. Link the submitted invoice to purchase requests or add a budget. You can also use the comment function and ask your team members further questions about the invoice
View and manage your team members' reimbursements- Have insight into the reimbursements your team members have submitted. Use the comment function to ask your team members further questions. You can also assign a budget to the refund.
Display and manage your team members' purchase requests - Have an overview of all purchase requests submitted by your team members. Assign the purchase requests to budgets and leave comments if you have any further questions.
View your team's budgets - As a team manager, you can view the budgets assigned to your team at any time. This way, you can always keep track of how much your team can still spend.
Record an absence for your team members - If your team members forgot to add their absence in Moss, you can add it for them. That way, you can ensure that all needed approvals will be delegated differently.