Professional Documents
Culture Documents
Moss Onboarding User
Moss Onboarding User
Carolin Kohl
Home
Get started
Your Vanta Limit 100.000,00 € Eduard Strauch
80%
Available
– 20.000,00 €
w th
Falco Schönfeld
i Home
S ubscriptions Lena Kirschbaum
9:41
AWS
Cards Requests
H ome G rover
Falco Schönfeld
equest / activate cards
Statements
150€ / Month · One Time Spend
R 1 new Request Z oom
People & Teams
Tap to review
Lena Kirschbaum
3.000€ / Month · Virtual Card
Z oom 400 00 , €
Accounting
atadog
My Cards
D
Receipt missing · Friedrich Köhler
Settings
Facebook Ads 3.173,01 €
Phyiscal Card
Sendgrid
Receipt missing · Oscar Hausegger
Office Supplies
Yesterday
Facebook Ads .
4 233 94, €
e vi tion
o to si n u to Moss te ou ve been invited
Pag Na ga
H w g - p af r y ha
Simply click on the button in the activation mail, enter your details (name prefilled when
running G Suite) and set a password. You are all set, Moss is ready to be used.
Welcome to Moss
Spend smarter with more flexibility and control. Sign-up
is fast and it’s all online.
&
accept the Moss terms conditions as well as the terms
&
Moss mail click on the Activate now to Suite), phone number and password. h ps getmoss.com login
1 2 3
” - “ tt :// /
Reveal and copy your card Temporarily freeze Temporarily freeze Change your PIN, anytime
number, expiry date and CVV to card
card
and as often as you like
use card for online transactions
Get started with Moss
Helping you navigate through the Moss platform
The Moss platform allows you to manage your assigned virtual (and physical) cards and request
single-time cards (i.e., a new monitor) or recurring cards (i.e., subscription service).
Eero Ringmäe
Acme Corp.
– both for single-use and recurring payments 1 By clicking on “Request Payment” on the Home screen, a
regular user can request a payment.
Because you cannot anticipate all payments in advance, you can request
Thereare two types of request, single-time payment
single-use payments (i.e., an upcoming flight) or recurring payments (i.e., AWS 2
requests or recurring payment requests.
Lufthansa 3
Incase, you need to make a recurring payment, let’s say
Receipt Attached 119,90 € Easyjet Sent for Review
1 Apr 400,00 € Please log in to your Moss dashboard to review Anton
One Time
Rummel’s request.
Eero’s Request pay for a subscription, you can follow the same logic. In
Spend
Facebook Receipt Attached 3.926,76 €
1 Apr
2 Review payment request Amount contrast to single-use cards, recurring-payment cards
One time 150€
Slack
1 Apr
Receipt Attached 321,90 €
New Payment Request Once you approve the request, a virtual credit caPurpose
rd will be
will not be terminated after usage, but instead, be active
Grover Receipt Attached 1.200,00 €
You can request virtual single use or recurring created for Anton Rummel. The card will have a mo“Trinthly
p to Italy” for a set limit every month.
cards from your admin. spend limit of 5.200,00 €.
1 Apr
Card Type If you approve this request a single use virtual card will be
You can change the spend limit or terminate theissu
cared
d at
to Eero Ringmae.
Burgermeister
1 Apr
Receipt Attached 12,50 € any time from your Moss dashboard.
Decline Request Confirm Request
3 Your admin, you will be notified about your request in-app
Single Use Recurring Monthly
For your recurring payments
like subscriptions.
and via email. After approving / declining the request, you
Request
Amount
will see the status of the request in the payments section
400 E UR
on “Home”.
Vendo
r
Easyjet
Submit Request
Get started with Moss
Your personal virtual cards – you can
start spending immediately
Virtual cards offer maximum security and are best used for all online purchases.
Eero Ringmäe
Acme Corp
.
Home
Virtual Cards Personio
subscription
Select any card to reveal the card details for online
My Cards Card Name Monthly Spend purchases or temporarily freeze each card.
Transactions
Marketing That’s it, your virtual card is ready to be used
Active, Ending in **** 2354 2.843,52 €
1 immediately.
Slack 10.000
Active, Ending in **** 9851 Activate
€
card
Flights 10.000
Frozen, Ending in **** 3159
€
Set PIN: As the final step, you may set your personal
four-digit PIN that needs to be entered twice for
maximum security.
Eero Ringmäe
Acme Corp.
Home / My Cards
Home
1
Physical Card
My Cards Card Current Spend Limit Apr 15 – May 14
Cancel Continue
Get started with Moss 1 By clicking on the specific transaction, you can add a
Filter for transactions and add missing receipts picture / pdf of the receipt / invoice (on mobile, you can
snap receipts with your camera).
Keep an overview of your transactions - filter by spend categories, used cards, dates and
receipt status. Missing receipts are flagged and can be uploaded seamlessly.
2 The “Transactions” sections allows you to filter for
specific transactions, in this case by name and the receipt
status “Receipt missing”.
EeroHarald Spindler
Ringmäe
Acme Acme
Corp. Corp.
Home / My Cards 21
Home
Home Transactions 3
Physical Card 1
MyMyCards
Cards CardSearch... D ates RCurrent Spend
eceipt Limit Apr
Stat15u–s May 14 More Filters Actions
Transactions
Transactions Physical Card Missing
Select All Active, Ending in **** 1234 2.500,00 € Limit: 5.000,00 €
Attached
350,00 €
Intercom · 09 Sept 2020
L Lufthansa Receipt not needed 110,00 €
9. Sep 2020 Transaction Details
Activate physical card 2 Harald Spindler
L Otto 110,00 €harald@acme.com
9. Sep 2020 To activate your card, please enter the last four digits
of your card number. You can find these on the back
Intercom
of your physical Vanta card. Software Tools
L 9. Sep 2020
90 ,00 €**** 1234
Cancel Continue
L HiBob 90 ,00 € D rop receipts here or send them to
9. Sep 2020 invoices.acme@getmoss.com
L Rewe 90 ,00 €
9. Sep 2020
Invoice Number