Default Ocerra setup with MYOB Acumatica integration includes key configurations prior to full information on the setup being available:


Account Creation

1. Ocerra Live site: e.g. Company Live Tenant



2. Ocerra Test site, e.g. Company Test Tenant



3. One setup user, e.g. Company setup admin: apple-admin@ocerra.com


Ocerra default settings and configs


1. General settings enabled

  • Detect Currency
  • Workflow Comments
  • Export Workflow Log


2. Validation enabled

  • Total Header / Lines
  • Has GST/VAT


3. Custom fields


  • 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: