As soon as the invoice details are confirmed during the accounting review, and the invoice has been matched to the corresponding purchase request, Moss will check for discrepancies between the two to determine the optimal approval flow.
Automatic Invoice approval
If the amount of the invoice doesn’t exceed the amount requested originally, the invoice will be auto-approved, given that this spend item has already been pre-approved, moving directly from “Review” to “Pay” or “Export” (depending on your Moss setup), effectively skipping the “Approve” tab.
Additional to that, the supplier and the team associated with the invoice and purchase request need to be identical.
If any of these conditions are not fulfilled, manual approval of the invoice will be necessary. This step is crucial to prevent potential overspending or other discrepancies, ensuring that any deviations receive explicit approval from the relevant stakeholders.
Manual Invoice approval
In contrast, if the amount of the invoice exceeds the amount of the purchase request, the invoice will need to go through approval to ensure that the difference between the two is reviewed and validated by the relevant approver.