Overview

Mysa makes it simple to transfer your bill entries to either Zoho Books or Tally with just a few clicks, ensuring your financial records stay accurate and up-to-date.

Before You Begin: Complete AP Review

Before syncing any bill, you'll need to complete the AP Review process. Once the AP review is complete the bill will be available in Needs Review tab

Learn more about the AP Review process →]

Understanding the Needs Review Tab

Once bills complete AP Review, they appear in the Needs Review section where you can:

Understanding Needs Review Table Columns

Bill Status Indicators

- (B) - Identifies bill entries in the action column

- ✓ Check mark - All required sync information is complete and ready

- ? Question mark - Missing information that needs to be provided

Available Actions

You can perform these actions on each bill:

Mark as ready to Sync - Move to the sync queue

Exclude from ERP - Skip ERP integration for this bill

Reject - Send back for corrections

Syncing Bills to Zoho Books

Step 1: Review and Configure in Needs Review

1. Select the appropriate Chart of Accounts if not auto-filled

   

2. Confirm the ERP vendor - Ensure the correct vendor is selected

3. Set up automation (optional) - Configure auto-ledger rules based on Vendor + Mysa Category for future bills

   How to set up Vendor Rules and COA automation →

4. Click "Send to Ready to Sync" once all details are confirmed

Step 2: Execute the Sync

1. Go to the Ready to Sync tab

2. Select your bill entry

3. Click "Sync". Clicking on Sync will all the bill on the ready to sync tab. Incase specific bills need to be synced then select the bill by clicking on the checkbox besides that bill and click on the Sync button.

4. Wait for confirmation - Sync typically completes within seconds

Step 3: Access Your Synced Bill

1. Check the Synced tab - Your entry will appear here after successful sync

2. Click the redirection link to view the bill directly in Zoho Books

3. Verify the details in your Zoho Books account

Syncing Bills to Tally ERP

Step 1: Configure in Needs Review

1. Select the correct ledger for the bill

2. Verify the ERP vendor selection

3. Set up auto-ledger rules (optional) based on Vendor + Mysa Category

4. Click "Send to Ready to Sync"

5. The bill moves to the Ready to Sync Tab

Step 2: Execute the Sync

1. Navigate to Ready to Sync tab

2. Click "Sync". Clicking on Sync will all the bill on the ready to sync tab. Incase specific bills need to be synced then select the bill by clicking on the checkbox besides that bill and click on the Sync button.

3. Monitor the three-stage process:

• Stage 1: Connecting to Tally

• Stage 2: Verifying company is active in Tally

• Stage 3: Posting the bill entry

If step 1 fails: Please check if Tally is open
If Step 2 fails: Please check if the company is open in tally.

Step 3: Verify in Tally

1. Open Tally on your system

2. Locate the bill under the relevant ledger

3. Check the invoice link - Mysa includes a direct link to the original invoice for reference

4. Copy and paste the link in a new browser tab to view the invoice if needed

FAQ

Q: My Zoho Books sync failed. What should I do?

A: Don't worry! The entry will automatically return to Needs Review with an error message. Check the error details and [raise a support ticket](support-link) if you need assistance. Our team resolves sync issues promptly.

Q: Tally sync isn't working. What could be wrong?

A: First, ensure Tally is running on the same system. If the issue persists, the entry will return to Needs Review with error details. [Contact our support team](support-link) for technical assistance.

Q: Can I sync multiple bills at once?

A: Yes! Select multiple entries in the Ready to Sync tab and use the bulk sync option for faster processing.