Ocerra has out-of-the-box integration with MYOB AccountRight. It works without any installation or complex configuration.
In this article, you will learn how Ocerra is connected and what data it syncs from and to MYOB AccountRight.
Ocerra syncs (imports) chart of accounts, tax rates, vendors (suppliers), purchase orders, item codes and payments.
- Ocerra will check and sync any updated information (master data) every 20-minutes.
After an invoice is processed, Ocerra exports a new bill or credit note to MYOB AccountRight.
Here’s the data flow diagram:
If you need more data to be extracted from the invoice or purchase order before exporting to your system, please let us know.
*Please note: We do not import balances per account.
To enhance invoice data extraction, we recommend setting up the following default settings set per supplier:
- Default Expense Account
- Default tax-rate
- Default currency
- Default terms
Details required to connect Ocerra with MYOB AccountRight:
- Company Login
- Company Password
We’ll connect and test the connection during the setup process for you.
Exporting original PDF files to MYOB AccountRight
MYOB AccountRight doesn’t offer an API connection that allows us to attach the original PDF file when exporting invoices or credit notes from Ocerra. However, we are exploring this option with MYOB.
For now, we will offer to install a PowerShell script on your computer that will download PDFs from Ocerra to store on your local folder. This can be done as part of the account setup process for you.
Also, original PDF files can be accessed via Ocerra at any time.