What your Moss Implementation will look like
Setting up a new spend management platform for your company can be a bit intimidating; however, at Moss, we are committed to providing you with the necessary support to get you up and running as quickly as possible.
Typically our customers complete their implementation in three phases:
Implementation kick-off
Platform setup
Module & pre-accounting optimisation
At the beginning of each phase, your Customer Success Manager will have a video call with you to explain the to-do's and perform implementation tasks together. This page is meant to provide an overview of the entire implementation process and serve as a checklist to make sure you have not missed any critical steps in each phase.
Implementation Kick-off
The goal of this phase is to lay out the implementation journey with you and make sure you have gathered all information you need to complete the following phases.
To-dos in this phase:
Any colleague who will have the role of an admin
Any colleague who will have the role of a team lead
An accountant with admin rights to the accounting system (internal or external)
Confirm that the accountant has access to your accounting system
The accountant to create Moss-specific booking accounts on accounting software
Perform an accounting platform connection test
Platform Setup
The goal of this phase is to set up accounting, approval policies and teams you need to perform your end-to-end spend management workflow on Moss.
To-dos in this phase:
Accounting
Log in to Moss and connect the platform and sync data
Set up default accounts on Moss
Set up charts of accounts
Set up suppliers
Set up VAT rates
Set up cost centres
Set up cost carriers
Note: These steps may vary depending on your accounting software. Additional checklists for a specific accounting software are available in this article.
Approval Policies
Decide on the workflow for card requests, invoice submissions and reimbursement requests
Teams
Decide which business units make sense to create as teams on Moss
Add cost centres (optional)
Module & Pre-Accounting Optimisation
The goal of this phase is to make sure you can use Moss modules to their full extent by performing pre-accounting tasks and optimising your workflow by setting up automation rules.
To-dos in this phase:
Review transactions and add accounting attributes
Set up automation rules
Export transactions to process them on your accounting software