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