Overview:

  • How export function works with AccountRight.
  • How to export bills from Ocerra to MYOB AccountRight


Ocerra is connected with MYOB via API, this allows instant export of AP bills from one system to another. Before exporting to MYOB, please ensure your bill has:

  • A supplier name
  • An account Code


Exporting bills to MYOB

  • Go to Export page
  • Filter document status
  • Select documents that you would like to export
  • Click Export button

 

Note: MYOB API has certain limitations which sometimes prevent from exporting multiple bills at once. This is beyond our control.  We recommend checking and exporting documents from Ocerra daily, so they do not pile up. 



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 to MYOB.


If you are using 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.


Auto-export

Invoices can be auto-exported from Ocerra to MYOB from a specified status. This is added upon request (no extra cost).

We recommend to manually export document during the first month. This way you can get comfortable with new AP process before it can be fully automated.