- Learn how to use MYOB Advanced projects and project tasks in Ocerra
Ocerra syncs projects and projects tasks from MYOB Advanced. This can be enabled from your MYOB Advanced integration page in Ocerra:
Selecting Project and Task on the line level
On the invoice in Ocerra, you will need to select Project on the line level first and then select Task from the drop-down menu:
Please note, Ocerra will only show available Tasks per Project selected.
Selecting Project and Project tasks
- Either click on the drop-down list, or
- Start typing a project number or name and it will pop up for a selection
Use PO line matching to automatically code projects and tasks
Ocerra can automatically auto-fill Projects and Tasks on the line level if you are matching Purchase Order with the invoice.