Overview:
- Ocerra automatically syncs suppliers from MYOB AccountRight.
- A new supplier needs to be created in MYOB AccountRight.
- Match supplier name with the invoice layout.
Find synced suppliers in Ocerra
- In Ocerra you can find all your synced suppliers under the Vendors tab.
- All supplier must be created in MYOB to match it up with the invoice layout in Ocerra.
- You can click on the supplier name to view the details synced from your system.
Importing supplier status from MYOB:
You can import supplier status information e.g InActive. Deactivate suppliers in MYOB AccountRight and sync them to Ocerra, the system will now sync the inactive flag as well. Additionally, on the Vendors list in Ocerra, there is now an "Inactive" flag - yes/no.
NOTE:
Inactive suppliers will sync with Ocerra, but they will remain inactive and won’t appear in the selection list. This works the same way as in MYOB— while you can still access inactive suppliers, you won’t be able to select them when creating a bill.
If you prefer not to sync them with Ocerra at all, you would need to delete them in MYOB before syncing it to Ocerra. However, we generally don’t recommend deleting suppliers, jobs, or other key records, as keeping them inactive helps maintain data integrity and supports audit requirements.