Introduction


Ocerra facilitates the import and management of Items from MYOB AccountRight. These items are accessible via the 'Item Codes' section under Settings.


1. Enabling Item Column

To utilise the item feature on invoices, you must first enable the item column in Ocerra:


  • Navigate to Settings > General.
  • Enable the ‘Items’ option and click ‘Save’.


2. Importing Items from MYOB AccountRight

To import your items into Ocerra:


  • Go to Settings > MYOB AccountRight.
  • Click ‘Sync’ on Item Codes.


Note: Items are typically imported during the initial setup process.


3. Adding Items to Invoice Lines

In Ocerra, you can add items to your invoice lines. Ocerra automatically fetches the default General Ledger (GL) account from your item, prioritising it over the default supplier GL account.


4. Default GL Account Handling


Ocerra will use the default GL account associated with the item, overriding any manually entered GL account on the invoice.


IMPORTANT: If the default Item GL account is changed in Ocerra, it will revert to the default Item account during export, as MYOB restricts overriding this account.


To use a different GL account, you must first change the default Item account in MYOB.


Creating and Updating Items


Management of item creation and updates is handled within MYOB. Ocerra seamlessly imports any changes to item details automatically. For guidance on how to create or update items in MYOB, please refer to the following MYOB support article: Creating Items in MYOB.