Introduction

Mysa offers multiple convenient ways to upload your bills. Whether you prefer working directly on the dashboard, forwarding emails, or using Slack, our platform provides flexibility to accommodate your workflow. This guide walks you through each method and offers troubleshooting tips for common issues.

Methods to Upload Bills

You can upload bills to Mysa through three different channels:

1. Mysa Dashboard

2. Email

3. Slackbot

Method 1: Uploading via Mysa Dashboard

1. Log in to your Mysa account and go to the Dashboard

2. Navigate to the "Bills" section

3. Click on "Add Bill" or simply drag and drop your file anywhere on the screen

4. Once uploaded, the powerful Mysa Smart Scan automatically populates all the fields from the uploaded bill. All you need to do is review and submit.

   Field	Description
   Bill Amount	Auto-Fetched
   Bill date	Auto- Fetched
   Due Date	Auto- Fetched
   Bill Number	Auto- Fetched
   Bill Narration	Auto- Fetched
   PO number	Auto- Fetched
   Mysa category	AI recommended options to choose from
   Approvers	Preselected
   Additional Documents	Option to add any supporting document
   Notes	Add any notes or comments here

5. Verify all information is accurate
   

6. Submit the bill for approval

Method 2: Uploading via Email

1. Forward your bill to <you comapny>@invoice.mysa.io. You can find this on the top right of the screen besides the +Add Bill button

2. The bill will appear in your Drafts section on the Mysa Dashboard

3. Review the auto-extracted information

4. Complete any missing fields if the OCR scan couldn't extract all details

5. Submit the bill from your Drafts

Open Slack and navigate to the Mysa Slackbot. You can upload your invoice here just like sending a regular message. Once the file is uploaded, the Slackbot will confirm that Mysa Smart Scan is in progress. This may take up to 45 seconds to 1 minute. 

Method 3: Uploading via Slackbot

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

Tracking Your Uploads

After submission, you can track the status of your bills in the "My Uploads" section of the Mysa Dashboard. This allows you to monitor their progress through review and payment stages.

Understanding Flags and Errors

Mysa automatically flags potential issues with your uploads:

- Duplicate: Invoice already exists in the system

- Foreign Payment: Invoice contains a non-INR amount

- Previously Rejected: Invoice was rejected in the past

These flags help prevent duplicate payments and highlight bills that may need special attention.

Troubleshooting Tips

• OCR Failure: If Mysa Smart Scan fails to extract data, manually enter the details to proceed

• Draft Cleanup: Regularly review your Drafts section and remove unwanted items

• Verification: Always check the "My Uploads" section after submitting through Slack or email to confirm successful processing

• File Format Issues: If your upload fails, try converting the document to PDF format

Frequently Asked Questions

Q: What file formats does Mysa accept for bill uploads?

A: Mysa accepts PDF, JPG, PNG, and most common image formats.

Q: How long does Smart Scan processing take?

A: Typically between 45 seconds to 1 minute, depending on the complexity of the document.

Q: How do I know if my bill was successfully uploaded?

A: Check the "My Uploads" section on your Mysa Dashboard to see all your submitted bills and their current status.

Conclusion

The Mysa platform offers flexible options for uploading bills, whether you prefer using the dashboard, email, or Slack. With automated data extraction and intelligent flagging, the system helps streamline your expense management process.

Need additional help? Contact Mysa support through your dashboard