Overview:
- How to export bills and credit notes from Ocerra to your system?
With Ocerra out-of-the-box integrations, you can export supplier bills via Export Page List. By default, Ocerra remembers the previous invoice status used for export, e.g., Approved or Submitted.
You can export in any status, e.g. submitted or any other custom status that you have setup in Ocerra.
- Go to Export List on the menu
- Filter “Submitted” invoices and click “Apply” (or any other status you are using for export).
- Select invoices you want to export or click “Select all”
- Click “Export invoices”
Auto-export
Depending on your integration, invoices from the approved or another status can be automatically exported to your system.
See in more details:
Exporting bills to MYOB AccountRight