- Bills and credit notes can be auto-exported. In this article you will learn how to manually export bills to MYOB Advanced. We recommend to manually export when you are just starting with Ocerra to ensure you are comfortable with this process.
Every new setup has a default workflow for your invoices: Received-Submitted-Approved. If you are not using approval in Ocerra, you don't need to "approve". In fact, you can export invoices in any status.
All new invoices will arrive in the "Received" status, this way you can quickly sort it out and check before exporting to your system. For example:
We recommend "Submitting" each invoice after you have reviewed it and happy with all the data extraction. This way, you can quickly sort out all the invoices that are ready for export by filtering all "submitted" invoices.
(!) Please ensure a bill has all the information before exporting to MYOB. E.g. Supplier name, Account codes and header and line level information is matching. Also, you will be prompted to add it before exporting.
When bills are ready for export: