Ocerra will automatically create a new bill in MYOB Advanced including all the key information presented in the original document.
When your bills are ready for the export:
- Go to Export tab in Ocerra
- Select Status, e.g. submitted
- Select bills/invoices that you would like to export
- Click Export Invoices button
It takes seconds for your bills to appear in MYOB.
- Go to Payables - Bills and Adjustments. Here's two invoices that we have exported:
Let's open it up and see:
All the information has been auto-filled for you. The original document will be attached for your reference in Files.
For general usage instructions, please follow Ocerra Getting Started Guide.