Step 2: Set up your platform | Moss Help Center

There are multiple things you have to do, to ensure that your Moss platform can be used successfully and is running smoothly.

1. Connect a bank account

Note: If you are a credit customer you can skip this step and continue with step 3.

Debit customers need to connect their Moss account to make sure that they are able to top up their Moss platform.

There are two ways to top up your wallet:

Note: If you don't want to connect your HR software you can skip ahead to step 5.

If you are using an HR software you can connect it to Moss and enjoy all the benefits of automation that come with it.

Use Moss to its full potential and invite all your colleagues to use it. There are multiple ways on how this can be done.

To make sure that you can set up efficient approval flows and you need to structure your colleagues into teams and departments.

Finally, you need to set up your approval policies to make sure that all approvals are routed correctly in Moss

To ensure that you can easily export everything into your accounting software you need to connect it with Moss.