By default, Ocerra syncs certain types of Accounts from Xero to Ocerra. 

If you would like to add an additional account(s) or the entire account type to Ocerra, you can do it by adding the account number or account type into the Expense GL Accounts text box Ocerra.

  • Navigate to Xero integration in Ocerra
  • Add account number or account type to the Expense GL Accounts tex box
  • Update the last sync date to some date in the past, e.g. when this account was created
  • Click Save and Click Sync on Chart of Accounts

To confirm your account was synced and you can select it on the invoice, scroll through the Chart of Accounts list in Ocerra to see if you have added it to the system.