# How to pick an AP tool for MYOB: 7 questions to ask first

Confirm the tool supports your MYOB product, then ask six more things: lines, coding, checks, approvals, what lands in MYOB and how you leave. Test it on your five messiest bills and open the result in MYOB.

## Short answer

1. Check the tool names your MYOB product: AccountRight or MYOB Business.
2. Ask the other six questions below and write the answers down.
3. Test on your five messiest bills with a trial connected to your file.
4. Open the bill in MYOB and check it.

For a ranked list, read [best AP automation software for MYOB in Australia](/blog/best-ap-automation-software-for-myob-australia/). See also [AP automation for MYOB](/blog/accounts-payable-automation-myob/).

## Before you start

- Which MYOB product and file you use.
- Five real bills: many lines, mixed GST, a job, a new supplier and a credit note.
- Who approves what today.

## The seven questions

1. **Does it support my MYOB product?** Ask for AccountRight and MYOB Business by name. Do not accept "MYOB" as an answer.
2. **Does it read every line or only the header?** Lines are the rows on the invoice. Test with the many-line bill.
3. **How does it code?** Ask where the account and tax code on each line come from. Ask how jobs are handled.
4. **What does it check?** Duplicates, changed bank details and ABN checks. Ask whether it flags or blocks.
5. **How does it route approvals?** By supplier, amount, account or job. Ask about a second approver.
6. **What lands in MYOB?** Ask what the bill looks like once it is created, with the file attached. Open it in MYOB.
7. **How do you leave?** Ask what you can export, and the cancel date rule.

## The manual way in MYOB

Without a tool you enter each bill in MYOB by hand and approve it outside MYOB, often by email. The MYOB approval documents we found cover MYOB Acumatica only. If you have one approver and few bills, you may not need a tool. See [bill approval in MYOB](/how-to/set-up-bill-approval-in-myob/).

## The Pulsify way

Here are Pulsify's answers so you can compare.

1. Products: connects to MYOB AccountRight and MYOB Business.
2. Lines: reads every printed row as its own line.
3. Coding: account and tax code per line, learned from past bills in MYOB. MYOB jobs sync in as a job column. Pulsify reports 99% accuracy.
4. Checks: duplicates, changed bank details and ABN checks. It flags. It does not block or move money.
5. Approvals: rows by supplier, amount, GL account and job. Teams, a review step, auto-approve and bulk approve.
6. MYOB: the approved bill is created in MYOB as an Open bill with the file attached.
7. Leaving: your bills stay in MYOB. Ask us about exports.

Limits to know: purchase order raising and creation works with Xero only. MYOB supplier credit notes are not synced into Pulsify. Multi-step approvals need the Approval Workflows add-on.

## Worked example

Example Plumbing Supplies runs AccountRight and tests two tools. Tool A lists only Xero in its trial. The bookkeeper drops it at question 1. Tool B connects to the file. She runs the five bills and opens each in MYOB. The 14-line bill has 14 lines, and the job is on each line. She keeps Tool B on the shortlist.

## Common mistakes

- Taking "works with MYOB" at face value. Ask which product and which features.
- Assuming approvals exist. Check what the tool does in your MYOB product.
- Testing on clean bills. Use your messiest.

## Next step

[Try an invoice](https://app.pulsify.tech/sign-up) connected to your MYOB file. Related help: [connect Xero or MYOB](/guides/connect-xero-myob/) and [approval workflows](/guides/approval-workflows/).

## Common questions

### Do all AP tools work with MYOB?

No. Many list Xero first. Some support one MYOB product and not the other. Ask for your exact product by name, and ask for a trial connected to your own file before you decide.

### What does MYOB give me for approvals?

MYOB's published approval documents we found cover MYOB Acumatica (formerly MYOB Advanced), not AccountRight or MYOB Business. Check the help for your product, and ask any tool how approvals work with your file.

### Can Pulsify raise purchase orders in MYOB?

No. Pulsify creates bills in MYOB. Raising, approving and creating purchase orders in the accounting software works with Xero only today.

Source: https://www.pulsify.tech/how-to/pick-an-ap-tool-for-myob-7-questions-to-ask-first/ (last checked 2026-10-19)