Overview:

  • How Ocerra assists in automating sub-account entry

Ocerra can assist you in auto-coding sub-accounts in two ways:


Supplier settings

You can set up a default sub-account per supplier in MYOB and Ocerra will use it when creating a new bill in your system. All lines will have the same sub-account code, and if it is different, you will have to update it in your system.


Purchase order

If you are using purchase order, a sub-account is already coded on this document. When you match PO with invoice in Ocerra, it will auto-code sub-account when creating a new bill in your system.


Please note, there is no sub-account entry option on the Ocerra screen. It is either defaulting from your supplier settings or purchase order line information.


Step 1:

  • Create Purchase Order in MYOB Advanced with sub-account(s) (you should use sub-account at the PO stage):



Step 2:

  • Match invoice with purchase order in Ocerra. (Happens automatically if PO number matches the PO number on the invoice):



Step 3:

  • Exporting invoice to MYOB. 


When exporting, Ocerra will auto-code sub-account(s) on the invoice using information from the PO. It will also link invoice to the original PO for your convenience:



To learn more about Purchase Orders in Ocerra, check these articles: