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 is connected and what data it syncs from and to MYOB AccountRight.
Data flow: Ocerra and MYOB ARL
Ocerra syncs (imports) chart of accounts*, tax rates, vendors (suppliers), purchase orders, item codes, jobs, categories and payments.
- Ocerra will check and sync any updated information (master data) every 20-minutes.
By default, Ocerra syncs these Account Types (if you need other types, please let us know):
- Other Asset
- Other Liability
- Accounts Payable
- Cost of Sales
- Other Expense
Please note: the system does 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
Connecting Ocerra with MYOB ARL
To connect Ocerra with your MYOB ARL, you will need:
- Company Login (User ID)
- Company Password
Configuring your integration
Navigate to Settings - MYOB AccountRight.
- You can use this page to sync the required information, it will then keep syncing it for you automatically every 20 minutes.
- If you would like to have the updated or new information from MYOB instantly, click on the sync button manually: