Upon uploading the invoice, Moss will attempt to automatically match it with the corresponding purchase request based on a series of common fields between the two documents.
Auto-match
For an invoice to be automatically matched to a purchase request, the following conditions must be met:
Supplier: The supplier on the purchase request and the invoice are identical.
Amount: The invoice amount equals the purchase request amount +- 25%.
Delivery date: The invoice delivery date falls within the purchase request delivery period +- 7 days.
Status: The purchase request status should be ‘Approved’.
The blue lightning bolt indicates that the invoice was automatically matched.
Manual match
If Moss fails to auto-match, during the review of the invoice, accountants will be able to manually match it to the corresponding purchase request.
How to manually match an Invoice to a purchase request
Log in to Moss.
Go to “Invoices” > “Review”
Open the relevant invoice and scroll down in the sidebar.
Under the heading “Purchase request”, click on “Link purchase request”.
Select one of the preselected purchase requests or search for one yourself. Choose the correct purchase request and link it to the invoice by clicking the button at the bottom.
Once invoice and purchase request are matched, the Spend status of the purchase request will transition from “Pending delivery” to “Invoiced”. If no more invoices are expected for this purchase request, the purchase request can then be closed.