• Learn how Purchase Order is matched on the invoice in Ocerra and processed to your system.
  • Examples using MYOB Advanced integration

In this article, we will show how Ocerra processes invoices with Purchase Order (PO).

Purchase Orders

Ocerra will match PO information with the invoice automatically if PO exists in your system. Example of PO in MYOB Advanced that will match with invoice in Ocerra:

Example of the above PO matched with the invoice in Ocerra:

If the PO number is not on the invoice or differs from the PO in the system, Ocerra won't match it automatically. You have to select it from the PO drop-down list on the header level in Ocerra

Ocerra will also match PO lines with invoice lines, including quantity and amount. 

  • If quantities or amounts are not matching, Ocerra will highlight it for you so you can take action.
  • If a PO has one total line and invoice has a breakdown, you will have to select the line manually.

Exporting PO invoice to MYOB Advanced

When you export an invoice with PO matched in Ocerra, it will export with a link to the original PO in your system: