Say goodbye to manually handling all your invoices! Manage all your company’s unpaid invoices directly in Moss. Upload incoming invoices to Moss or forward them via email. We automatically extract and pre-fill all relevant invoice data for you. The invoice is then routed according to your approval policy, for review and payment approval in Moss before being handed over for bookkeeping.
All approved invoices can be exported directly into your accounting integration.
Invoice Management in Moss - Quick step-by-step guide
User uploads invoice to Moss
Any user who receives an unpaid invoice uploads the invoice to Moss.
Accountant or Admin reviews invoice details
Once an invoice has been uploaded to Moss, anyone with Accountant or Admin permissions needs to review and confirm the invoice details.
Approving the invoice
Once the invoice has been reviewed, it needs to be approved according to your approval policy settings.
If managing payments of invoices in Moss - Accountant or Admin pays invoices
As soon as the invoice has been reviewed and approved, and depending on your invoice setup, you can manage the payment of the invoice.
Accountant or Admin exports invoices
Once the invoice has been reviewed, approved and paid, anyone with Accountant or Admin permissions can export the invoices to your accounting software.
Uploading invoices to Moss
To get started with managing invoices in Moss is very straight forward. Any team member can upload their invoices to Moss, via the “Invoices” page, in your Moss app.
You can also choose to simply forward any unpaid invoices straight to your Invoice Inbox, your organisation specific email inbox to which any of your team members can forward their invoices to.
By forwarding your invoices to the Invoice Inbox, we will automatically upload the invoice to your Moss app - and notify you when it’s been successfully uploaded.
In both upload alternatives, we scan the uploaded invoice for any relevant invoice data - and pre-fill the information we are able to successfully extract, such as supplier, invoice number, due date. Just to make the lives easier for the team members responsible for reviewing the invoices.
Assigning relevant invoice data to the uploaded invoice
Once you’ve uploaded an unpaid invoice to Moss, any accountant or admin can review all relevant invoice data, and add any data that is missing to the invoice in the review stage (read more below). Below, you find a list of all the data you can assign to an invoice in Moss:
Overview of Invoice data:
Invoice details | Accounting details | Payment details |
Amount Due | Supplier | Payment terms |
Invoice Number | Team | Net due date |
Invoice date | Expense account | Recipient |
Delivery date | VAT rate | Account |
Booking text | Cost center | Payment reference |
| Cost carrier | Payment status |
Review and Approval flow of invoices in Moss
As soon as the invoice is uploaded to Moss, it is directed to the relevant team members who should review and approve your invoices. In essence, there are two main steps of reviewing and approving the invoice in Moss;
Reviewing and confirming invoice data - Make sure that all invoice data is correct, and that it’s added and assigned to each invoice. This part of the process can be carried out by anyone who’s assigned the accountant role of Moss, or by any Admin.
Approving the invoice - This part of the process can be carried out by the respective team lead and/or any Admin of your Moss account.
Only once your invoice has been both reviewed and approved can you choose to export your invoices to your accounting software. Your invoices are approved according to the approval policy you have set up.
Paying invoices from Moss
Please see the full article on how paying invoices in Moss via this link.
Exporting reviewed and approved invoices from Moss
Once your invoices have been reviewed and approved, they are marked as “Ready to export”, and any accountant or admin of your Moss account can then export these invoices.
