Whenever employees identify the need to purchase goods or services and know the supplier that they wish to work with, they can log in to Moss and easily request approval before proceeding with their purchase.
Login to Moss.
You can click on the “+ New request” button in the top left corner, no matter the page you are currently on. Alternatively, go to “Purchase requests” in the feature overview and click on the “+ Request a purchase” button.
Fill out the purchase request with all the necessary information. Go through all the steps and submit it to be reviewed by the relevant approver.
Pro tip: Providing as much information as possible could prevent your manager from having to come back to you and asking questions regarding this request or rejecting it due to lack of transparency.
Once your purchase request has been approved, you can create a purchase order PDF and number directly in Moss.
How to upload an invoice for purchase requests
Once the purchased goods or services have been delivered, the corresponding invoice received from the supplier needs to be uploaded to Moss.
This can be done either manually or by forwarding it to your invoice inbox, to ensure that the relevant payment takes place.
Login to Moss
Go to “Invoices” > click on “Submit Invoice”
Upload your invoice file to Moss.
Click "Submit".
Alternatively, you can send the invoice to your Moss invoice inbox.
Learn more here.