All Collections
Invoices
How to - Invoices
How to customise the invoice management process
How to customise the invoice management process
Support avatar
Written by Support
Updated over a week ago

Who can customize the invoice management process


This view and setting is only available to users with Admin or Accountant roles.

How to customize the invoice management process


At Moss we understand that two spend processes are never the same. For this reason, we allow you to customise your invoice management process in Moss to make sure it meets the requirements and structure of your organisation.

  1. Click on "Invoices" > "Setup"

  2. Find all available configurations for the invoice management module there and switch it on or off to your liking

Invoice process


As of today, three different settings are available to customise your invoice management flow:

Submitters can fill out accounting details:

This allows any employee who submits an invoice, regardless of their role in Moss, to add or suggest which fields (Expense Account, Supplier Account VAT rate, Cost Centre and Cost Carrier) should be assigned to the invoice they submitted. If this setting is disabled, only Admins and Accountants will be able to fill out accounting attributes once the invoice has been submitted.

  • Please note that when this setting is enabled, submitters will only be able to modify their accounting attributes when their invoices are in draft mode, meaning, before they are submitted.

The regular employees would never be able to confirm and fully review the invoice, this is always left to do for the accountant or admin, but it can help save time for your finance team if the employee already knows a few of the fields that should be assigned to the invoice they submitted.

Below, we show two screenshots of a) where an employee is not allowed to add invoice data to their invoices and b) where an employee is allowed to add invoice data.

Example A) Employee is not allowed to add data to a submitted invoice

Example B) Employee is allowed to add data to submitted invoice

Edit accounting details after review:

Allow admins and accountants to modify accounting attributes (Expense Account, Supplier Accounts, VAT rate, Cost Centre and Cost Carrier) of already reviewed and approved invoices.

  • We recommend this for any company where the person reviewing all invoices is also the person exporting all invoices from Moss to your accounting software.

  • Why can other details not be modified? We understand that those details that could condition the invoice approval policy should not be modified post approval. If you need to edit any other fields than above listed on an approved invoice, you can always move the invoice back to the review stage, which will have the invoice go through a new round of review and approval.

Pay from Moss:

Manage invoice payments to make sure your suppliers are always paid on time. Easily track the payment status of all your invoices in Moss, visible both in the invoice tables and in the invoice side panel, and leverage the different means of payment offered by Moss to settle your invoices.

Did this answer your question?