Default Ocerra setup with MYOB Advanced integration includes key configurations prior to full information on the setup being available:
Account Creation
1. Ocerra Live site: e.g. Company Live Tenant
- Default inbox address: companyname-ap@ocerra.com
- Can be updated if client prefers
2. Ocerra Test site, e.g. Company Test Tenant
- Default test inbox address: companyname-test@ocerra.com
- This is temporary account for testing
3. One setup user, e.g. Company setup admin: apple-admin@ocerra.com
Ocerra default settings and configs
- Detect Currency
- Workflow Comments
- Export Workflow Log
- Total Header / Lines
- Has GST/VAT
- Document info/notes on the invoice header
- Show on the invoice and invoice column
- Approver can edit
Ocerra default workflow
In case the workflow requirement is unavailable or a company does not use approval, we'll set this up this way:
States:
Transitions:
