Overview
- Ocerra offers seamless, out of the box connection with Xero.
Ocerra imports all the key informaton such as Chat of Accounts*, Suppliers and supplier details (Default Account, Currency, Payment terms, Tax Number and Bank Details), Rates, Currencies, Item Codes, Tracking Categories, Purchase Orders and Payments.
*Charf of Accounts - by default we import accounts associated with accounts payable only. Other accounts can be manually imported, if required.
Note: Xero serves as the primary source for all information imported into Ocerra, such as accounts, tax rates, tracking categories, and other data used for invoice processing. While a supplier name can be created via Ocerra to streamline invoice processing from new suppliers, a supplier details such as Tax Number or Bank Details needs to be managed in Xero to ensure consistency.
During export, Ocerra creates a bill or credit note, including the PDF attachment of the invoice processed invoice.
Dataflow
Learn how to connect Ocerra with Xero here.