Overview: 

  • Learn how to sync and code Job in Ocerra


You can code Jobs on the line level in Ocerra before posting to MYOB AccountRight. 


Enabling Jobs

  • Go to your MYOB AccountRight integration settings in Ocerra
  • Enable Sync Jobs and Save


 


Add Jobs on the line level: Invoice page

You can now see a new column on the Ocerra screen where you can add Jobs. 

  • Click on the Job field and start typing Job number OR
  • Click on the drop-down icon and select Job Code




Add Jobs on the line level: Approval page

An approver can add Jobs on the approval screen too: