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Jodee_W's avatar
Jodee_W
User
7 months ago

Machine-readable Invoices

We have a client that requires machine-readable invoices to be submitted to their Basware software. The ones generated from MYOB are not readable (as they are an image and not text) and are continually being rejected. 

 

We have been in contact with MYOB live chat, who were of no assistance, except to say MYOB is not compatible with Basware.  Unfortunately we have no choice but to find a way if we wish to trade with this customer. 

 

Does anyone have a way to convert MYOB invoices to machine-readable PDF's?

 

Thanks in advance.

1 Reply

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  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    6 months ago

    Hi, Jodee_W

     

    Thanks for your post.

     

    We understand your frustration with converting MYOB invoices to machine-readable PDFs for your Basware-using client. It's a hurdle, but don't worry, there are solutions! Here are some options to consider:

     

    1. Utilize Third-Party Software:

    • PDF to Searchable PDF Converters: Tools like Adobe Acrobat Pro DC, Nitro Pro, or Sejda OCR can convert existing image-based PDFs to searchable ones with editable text. Be sure they offer accurate PDF/A compatibility for Basware.
    • MYOB Add-ons: Check the MYOB App Marketplace for add-ons like "AutoEntry" or "DEXT". These offer automated data extraction and export to various formats, including machine-readable PDFs.

    2. Workaround within MYOB:

    • Print to "Microsoft Print to PDF": Instead of directly saving as PDF, select "Microsoft Print to PDF" as your printer in MYOB. This may create a more text-aware PDF in some cases.
    • Combine PDF and Data File: Export the invoice data from MYOB (CSV or similar) and create a template in your PDF editor (e.g., Word) with merge fields. Then, use the exported data to populate the fields and save it as a final, machine-readable PDF.

     

    Please let us know if you require further assistance with this.

     

    Best regards,

    Doreen