Overview:
- Other field in Ocerra is designed to pick up discounts, freight or other costs from the invoice summary.
- By default, Ocerra is trained or can be trained to pick up the Other cost automatically for you. However, you can untrain it if required.
On the invoice summary suppliers may include, e.g. Freight, Discount or other costs. Ocerra is trained to enter this data into the Other field, for example:
- When posting to your system, Ocerra will create a new line for this cost using the GL account and tax from your default supplier settings.
- If you want to use a different GL account and tax, please remove the amount from the Other field and add this amount as a new line in Ocerra. This way you can select the GL account and tax for this cost in Ocerra.
- You may need to re-calculate the net amount on the header level to match a new amount on the line level.
For example:
(!) If there is an amount, such as 0.01, in the 'Other' field, it should be removed and added as a new line instead. Some MYOB configurations allow exporting these amounts to MYOB with default settings. In this setup, it's important to consistently record additional fees as new lines and avoid using the 'Other' cost field.
Possible MYOB Advanced export error:
- Project Task 'ADMIN' is inactive. No:6 - No:6 refers to the line number, and the invoice has 5 lines, but one additional line is essential.
Note: If the project is active in MYOB, the export error could be due to the "Other" cost in Ocerra.
How to handle it in Ocerra: Please remove the "Other" cost amount from the "Other" field and add it as a new line in Ocerra instead (please see . Adding it as a new line will allow you to code it accordingly. Then, try re-exporting the invoice.