Forum Discussion

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 continual...
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