Edit card transactions
To avoid having to edit every transaction one by one, you can bulk edit your card transactions. Easily select all transactions with one click.
To bulk edit your card transactions, log in to Moss and go to "Card transactions".
Before you start editing card transactions you can filter them, to make sure that you are only editing the ones, you want to.
You can:
Select all or deselect all transactions. Tick the box on the left side above all transactions.
Assign attributes to non-splitted transactions.
Search for an attribute
Clear attributes in bulk
See warnings if transactions cannot be edited (e.g. if exported or split)
Download card transactions
To download your card transactions, you first need to go to "Card transactions" and open the tab "All". There you can find all the transactions made in Moss. You can of course also go to the other tabs (Collect, Review, Export) and download card transactions from there, but the tab "All" gives you the best overview over all card transactions.
To ensure that you only download relevent card transactions, you can use the filter option, that allows you to select, which transactions with certain attributes should be displayed.
Filter options are:
Transactions date
Booking date
Receipt date
Service date
Amount
Transaction type
User (only show transactions made by a specific user(s))
Card
Card type
Prepaid expense
Expense account
VAT rate
Cost center
Cost carrier
Last export date
Mandatory fields
Receipt status
Once you have selected your relevant filters, you can download your card transactions. If you do not want to use the filter options, you can also select transactions manually.
Select the transactions that you want to download. You can select all by clicking on the ticking boy above all transactions.
Note: Please be aware that when selecting all, Moss only selects the items that are currently displayed on one page (in that case it is 50 items). You can click on "Select all" if you want to include items from other pages as well.
Once you have selected all transactions click on the download icon.
Select the format in which you want to download the card transactions. After that you will be able to retrieve your card transactions list from your downloads.