Overview

  • Enable and sync subaccounts from your MYOB Advanced settings screen in Ocerra
  • Add subaccounts on the invoice before exporting to MYOB Advanced.


Enabling subaccounts

  • In Ocerra, navigate to Settings - MYOB Advanced
  • Toggle on Subaccounts - Click Save first - Click Sync
  • Subaccounts will be synced from MYOB Advanced


Add subaccounts on the invoice

  • Navigate to the invoice in Ocerra
  • Click on the subaccount field and start typing it in
  • Or add subaccount from the drop-down menu
  • Copy subaccounts to other lines by clicking the copy icon