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:
