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BookProof

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From MYOB connection to a worked review.

Use these practical guides to connect a file, start the review and work through source-backed findings.

01

Connect a company file

Create the client record, add its company file, and authorise read-only MYOB access.

  1. 1Create an account and sign in.
  2. 2Add the client and company file from the dashboard.
  3. 3Choose MYOB and complete the OAuth consent flow.
  4. 4Select the MYOB company file that belongs to the BookProof record.
02

Start a review

Choose the connected file, set a period of up to three calendar months, and confirm the source facts.

  1. 1Open the client file and start a new review.
  2. 2Confirm the connected file and company-file facts.
  3. 3Set the period start and end dates.
  4. 4Wait for the source-backed period checks to finish before continuing.
03

Work through findings

Run each stage, inspect its source coverage, and resolve every finding that needs reviewer judgement.

  1. 1Complete the required mappings or account selections for the stage.
  2. 2Run the check and review its findings and supporting source detail.
  3. 3Add notes or evidence where the conclusion needs support.
  4. 4Resolve open findings before signing off the stage.
04

Mappings and re-runs

Saved review settings are validated against the current MYOB source before a check can be signed off.

  1. 1Save account and category mappings from the relevant review stage.
  2. 2Re-run the check whenever mappings or source data change.
  3. 3If BookProof reports stale mappings, update them against the current MYOB file.
  4. 4Use retry when a source or queue error interrupts an otherwise valid run.

Support

Need help with a specific file or review?

Read the FAQContact support