Bills & Credit Notes

The main goal of this integration is to automatically create bills and credit notes in Xero.  This way you can save tons of time and focus on a more important tasks in your business. 


Example of the bill created by Ocerra:



Information that Ocerra imports to help you auto-code bills before posting to Xero:

Tax Rates

Chart of Accounts


Suppliers


Including supplier information such as currency, default account and tax code



Purchase Orders



Payments



After you pay your bills in Xero, the system will sync this information back to Ocerra. This way you can see the list of all your paid invoices and outstanding amount all in one place.


Item codes



Tracking Categories


If enabled, you will have an additional column, e.g. Region with options to select region as an example from the drop-down list on the line-level: