Overview:

  • Payment information is imported from MYOB to Ocerra to flag paid invoices as paid in Ocerra, and
  • To configure the auto-archive rules


Using invoice payment information in Ocerra


Navigate to Settings - Payments and filter the dates to view the list of invoices.


  • By default, the payment page filter shows imported payment made in the last week. 
  • If you would like to view payments made from the previous months, change the date accordingly and click apply, e.g.:




Once payment is made and imported to Ocerra, the invoice will be flagged as Paid, e.g.:




You can learn more about Archiving in Ocerra here.