A simpler way to upload, review and record documents

Question

We’re introducing Uploads (Beta) in MYOB Business - a simpler way to upload, review and record bills, receipts and other documents.

The beta is actively improving, and your feedback can help shape it.

How to switch it on

* Sign in to MYOB Business in your web browser.
* Open Uploads.
* Look for the in-product banner inviting you to try Uploads (Beta).
* Select Try it now and follow the prompts.

Uploads (Beta) is available to eligible customers on MYOB Business Lite, Pro and AccountRight when using the browser platform. AccountRight desktop is not included.

What you can expect

Uploads (Beta) brings your document and extracted details together for review. You can create a bill or Spend Money transaction, link a document to an existing transaction, match suppliers and use line-item matching as it becomes available.

The beta is actively improving, so features will continue to be released progressively. You can switch back to Classic anytime, in either direction, with no lost work.

Need help or want to share feedback?

For product guidance, check the in-product release notes in Uploads.

If you’re using the beta, we’d also like to hear what’s working well and where the uploads workflow could be easier. Your feedback helps us shape what comes next.

AmandaMYOB · Answer

Hey @BelleBois

Thanks for taking the time to share your feedback and findings. I don’t have a confirmed workaround or fix to share yet, but I've passed your feedback to the product teams for consideration in our ongoing conversations to improve the Uploads experience!

BelleBois · Answer

Using the beta and encountering basic functional problems. Methodically uploaded via the app a group of paper receipts to attach to already checked and adjusted bank transactions. Now working through attaching them. Problem one: sorting the transactions receipt records by amount when you go to select the receipt you want works, but this sorting preference doesn't hold you have to select it and wait for it to sort again each time you go into uploads.  Problem two: sorting by vendor doesn't work, it sorts by upload date. Problem three: I selected and attached one receipt for $7, there was a second separate transaction receipt for $7 too, which I saw and did not select. When I went to attach it both $7 receipts had disappeared from uploads. I will have to re-scan this second receipt and I anticipate all the similar 'same amount' receipts for regular purchases I make.

AmandaMYOB · Answer

Hey @EKCaccounts

Thanks for sharing your feedback, it helps us shape how we improve this workflow. I will pass your feedback to the product teams for consideration in our ongoing conversations to improve.