Ocerra follows MYOB Advanced settings when creating a new bill in the system. 


By default, all new bills are created with On Hold status in MYOB Advanced. This default status is assigned by MYOB Advanced when you create a new bill manually or via Ocerra.


If you are approving bills after exporting to MYOB Advanced, keep this setting on. An approver should un-tick and release this document for payment when ready.




If you are approving document before exporting to MYOB Advanced in Ocerra, we recommend disabling On Hold default status in MYOB Advanced. 


Go to Accounts Payable Preferences and un-tick the Hold Documents on Entry check box, e.g.:



If unticked, all new bills will be created with Balanced status in MYOB Advanced. 


With Balanced status, a Release option is now available to move this bill into Opened status. 




To summarise:


  • If you set your bills created with On Hold status in MYOB, Ocerra will create invoice with On Hold status. Recommended when you are using MYOB Advanced approval process. 
  • If you set your bills created with Balanced status in MYOB, Ocerra will create invoice with Balanced status. Recommended when you are using Ocerra AP approval workflow.