Overview

  • Learn how to use jobs in Ocerra with AccountRight integration


Ocerra syncs jobs from your MYOB AccountRight system and you can add a job number on the line level from the invoice and approval screen.


Adding Jobs on the Invoice Page


There are two options to add Jobs on the invoice page:


  • Option 1: Start typing Job number or name in the Job field
  • Option 2: Click on the drop-down icon and select the job on the field



Adding Jobs on the Approval Page

Same process as adding Jobs on the invoice page, however, it is less obvious that you can add a job on the Approval page as there is no drop-down icon unless you click on the field: