Overview:
- How to export Ocerra PO invoices to your accounting system.
You can export PO invoices to your accounting system in bulk or individually, following the same process used for exporting your non-PO invoices.
- Navigate to Export list in Ocerra
- Select the bills for export
- For bulk export - tick the box in the header column
- For individual export - tick boxes to select voucher to export
Please ensure an invoice is ready for export and has all the required information to go to your accounting system.
Sample exported invoice to MYOB Advanced:
(!) Workflow log (if enabled) will be the default details to be exported in description and notes in MYOB. If disabled or no comment added, it will push the first line from the invoice e.g Test.
Sample exported invoice to AccountRight:
Reminders:
Please note that we are not exporting Ocerra POs to your accounting system, only the PO invoices.
There is currently no link between the invoice and PO after it is created in your system. The PO information stays in Ocerra.
Learn more about exported invoices to your accounting system: