Ocerra has out-of-the-box integration with MYOB AccountRight Live (ARL). It works without any installation or complex configuration.
In this article, you will learn how Ocerra connects with MYOB ARL and what data flows between the two systems.
Data flow between Ocerra and MYOB ARL
Master Data (maintained in MYOB, imported into Ocerra):
Ocerra imports Chart of Accounts, Tax Rates, Suppliers (vendors), Purchase Orders, Item Codes, Jobs, Categories, and Currencies.
This data is read-only in Ocerra. It must be created and maintained in MYOB.
Ocerra syncs updated master data every 20 minutes. You can also trigger a manual sync if needed.
Chart of Accounts
Ocerra imports accounts relevant to accounts payable only. Some account types may not be part of a standard AP process. If required, these accounts can be added manually in Ocerra via the integration settings.
Suppliers
When suppliers are imported from MYOB, Ocerra also brings in their default expense account, tax rate, payment terms, currency, ABN, and bank details. This information helps ensure that invoice details match supplier records in MYOB, reducing the risk of fraud.
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