How to set up MYOB Advanced Description field in Ocerra
Print
Modified on: Mon, 24 Jul, 2023 at 11:36 AM
Overview
- Configure what would you like to go to MYOB Advanced description field from Ocerra.
Description Expression is an additional system parameter in Ocerra and it allows you to configure the MYOB Advanced description filed and decide what you would like to use it for when processing invoices from Ocerra to MYOB.
You can configure this by going to the Settings menu, navigating to MYOB Advanced, and clicking on Settings to open up the configuration screen.
By default, the parameter is designed to push the last workflow comment or if no comment is added, it will push the first line from the invoice.
A description can be configured and you can type anything in the description expr field, or you can choose from the options provided (Options button on the right side).
Please take note that the options are multi-select, meaning you can select as many as you want. If you wish to remove an option, you can manually delete it.
Example:
I selected Comment {ApprovalComment} for the Description Expr field.
Note: Approval Comment is set up in Workflow. It is a comment that will be required when moving invoices from the Submitted to Approved status.
Whatever comment provided in the comment field will reflect once the invoice has been exported to MYOB.
Description Expr is totally optional. The invoice export will still go through without it. However, if you leave it blank, the description field in MYOB - Bill will automatically be filled with the first item in the bill. You can either delete the description field or edit it.
Did you find it helpful?
Yes
No
Send feedback Sorry we couldn't be helpful. Help us improve this article with your feedback.
