Overview

Payment information is imported from MYOB into Ocerra to:

  • Flag invoices in Ocerra as paid once payment is released in MYOB.

  • Support the use of auto-archive rules.

Using invoice payment information in Ocerra

  1. Go to Settings → Payments.

  2. Adjust the date filter to view payments.


By default, the Payments page displays payments imported from MYOB in the last 7 days.
If you’d like to view older payments (e.g. from previous months), update the date range and click Apply.




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



If no payments are returned from MYOB Acumatica


If Ocerra shows “Empty” when importing payments, it means MYOB did not return any records via the API. 


This can happen if payments are not created as AP Payments (Checks/Payments) or if they are still on hold, unreleased, or entered through another screen such as journal transactions. Please check that the payment is released, dated within the expected sync period, and recorded under the entity/branch connected to Ocerra. If payments still do not appear, confirm that your API user has access to the Payments & Applications (AP302000) screen in Acumatica.


  • Payments are created as AP Payments (Checks/Payments), not via journal entries or other screens.

  • Payments are released (not on hold or pending approval).

  • Payment dates fall within the expected sync period.

  • Payments belong to the same branch/entity connected to Ocerra.

  • The API user has access to the Payments & Applications (AP302000) screen.



Read next: How to filter and view paid invoices in Ocerra