Overview: 

  • By default, Ocerra imports account codes from your system for the following account types: 
    • Other Asset, Other Liability, Accounts Payable, Cost of Sales, Expense, Other Expense and Credit Card.
  • If you need other account types in Ocerra, we can add them upon request.
  • Deleted account codes in MYOB, needs to be deactivated in Ocerra. See how below.


Adding a new account code


New accounts codes must be added in MYOB for Ocerra to import. Account codes cannot be created or edited in Ocerra and synced back to MYOB. When a new account code is created, Ocerra will automatically import if for you in about 20 minutes.


How to add other accounts e.g. Sales Rebates and Credit Card Surcharge


1. Navigate to Settings > MYOB AccountRight Integration



2. Add the accounts in the Account Types filed.

3. Click save and sync and they'll show up on the list.


Updating or deleting account codes


Account codes can only be updated or deleted in MYOB. When account code is updated, Ocerra will import updated information for this account coded. However, when account code is deleted in MYOB, there is nothing for Ocerra to import back. A deleted account in MYOB needs to be manually deactivated in Ocerra.


De-activating account codes in Ocerra


To deactivate accounts codes in Ocerra, navigate to Settings - Account Codes and untick the Active box for the deleted account code in MYOB and click Save. 


For example:



The account code won't be available to select on the invoice in Ocerra.