Uploading via Slackbot for single entity

1. Open Slack and navigate to the Mysa Slackbot

2. Upload your invoice as you would send a regular message

   

3. Wait for Mysa Smart Scan to process (approximately 45-60 seconds)Once the file is uploaded, the Slackbot will confirm that Mysa Smart Scan is in progress.

4. Review the extracted details provided in the response
   

5. Once the scan is complete, you’ll receive a response summarizing the extracted details. At this point, you have three options:

   1. Open in Mysa – Click the link to open the invoice on the Mysa platform and complete the submission process.

   2. Discard – Choose to discard the invoice if it doesn’t need to be submitted.

   3. Edit & Submit via Slack – Make edits directly within Slack. You can update fields such as the due date, select the correct Mysa category (e.g., Capital Assets), and adjust any other details as needed. Once reviewed, click Send to submit.
      

      

6. Verify your upload by checking the "My Uploads" section on the Mysa Dashboard

Uploading bills in case of multiple entities

1. Open Slack and navigate to the Mysa Slackbot

2. Upload your invoice as you would send a regular message

3. In the Slack thread for the invoice, you’ll be prompted to select the organization. Please click on ‘Select Mysa Organization’.

4. Select the organization for which you want to upload the invoice.

5. Repeat the same steps 3,4,5 and 6 mentioned above