Overview:

Export individual bills to MYOB AccountRight
Bulk export multiple bills to MYOB AccountRight
Update exported bills and re-export to MYOB AccountRight

Ocerra is connected with MYOB via API, this allows instant export of AP bills from one system to another. Ocerra will create a new purchase invoice with the original PDF attached to it.

Exporting bills to MYOB

Navigate to the Export page
Filter document by status if required (by default, the filters are set to show Approved - Exported = No documents).
Select documents that you would like to export (either individual or select all)
Click Export button

Bulk exporting bills to MYOB

Due to MYOB API limitations, it cannot process more than 10 bills simultaneously. Therefore, when you Select All, Ocerra will only select the first 10 bills for export. For example:

We recommend reviewing and exporting invoices from Ocerra regularly, so they do not pile up for bulk export.

Export Invoice button:

Export Invoices button may not show up in Ocerra if MYOB is updating their system or its API is being overused. This may also affect bulk export. If this happens, please wait and try again later.

Document status

You can export documents from any status. You should at least "submit' documents to confirm that you are happy with data extraction and you have checked the document before posting it to MYOB.

If you use the approval workflow in Ocerra, invoices should be exported in the "approved" status or any other status you have internally agreed on.

By default, the Export Page is set with "Approved" status:

If you are exporting from a different status, select the correct status first.

It takes seconds for your bills to appear in MYOB

Go to Purchases - Open bills:

In the comment: you should see that invoice was processed via Ocerra and the status of the documents it was exported in.
Ocerra attaches the original file during export as well.

Export message for attachments exceeding file limit

(!) Please note that there is a limit for attachment size in AccountRight. Any attachments exceeding 3MB will be ignored. An export note will indicate 'Attachment is too large.

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