Note: Only available in the UK right now. Stay tuned for it to be available everywhere else.
Whether you're handling invoices or reimbursements, Moss ensures a transparent, secure, and efficient process. This guide will walk you through configuring your settings, navigating the Payments tab, and utilizing the 4-eye principle for payment authorization.
Setting Up Your Preferences
Configuring Your Settings
Before diving into payments, it's crucial to adjust your preferences to match your company's needs, including the 4-eye principle for enhanced security in payment authorization.
Go to the Payments section in your Settings. Here, you can configure how you manage payments for invoices and reimbursements.
Consider the 4-eye principle for enhanced security. This feature, which requires dual approval for payments, is designed to add an extra layer of security to your payment authorization process. While the 4-eye principle is disabled by default for flexibility, it can be activated anytime via the user interface.
Important: If your organization opts to enable this feature for added security, please be aware that disabling it later requires a direct request to our Customer Support team. This protocol is in place to ensure that any changes to your payment authorization settings are conducted securely and in alignment with best practices. By requiring a direct interaction with our support team, we can verify the request's legitimacy and maintain the security of your payment operations.
Managing Payments
Navigating the Payments Tab
Once invoices and reimbursements are reviewed and approved, they move to the Payments page. Here's how to manage them:
Reviewed and Approved Items: All items ready for payment are listed here for easy oversight.
Authorise, Pay, and Paid Steps: The payment workflow is divided into these three tabs for a streamlined process.
Authorising Payments
Admin Review: In the 'Authorise' tab, the first admin reviews all items awaiting authorization. This includes checking total amounts due and available balances.
Admin Approval: After the first admin's authorization, the item moves to the 'Pay' tab for the final approval by the second admin, completing the dual-approval process.
Completing Payments
Final Step: Once fully authorised, the payment is marked as 'Paid', indicating the transaction's completion. This tab allows for tracking and managing all payments.
By following this guide, you're on your way to managing your company's payments more efficiently and securely. If you have any questions or need further assistance, don't hesitate to reach out to our support team.