Overview:


Ocerra now includes a new export option for MYOB AccountRight called Post to Next FY Period. This feature ensures a smooth export workflow during financial year transitions by automatically posting invoices to the next financial year period when the current fiscal period in MYOB is closed.


This prevents export interruptions at period-end and removes the need to manually reopen closed periods in MYOB.


How It Works

When exporting an invoice from Ocerra to MYOB AccountRight:

  • If the current financial period is open in MYOB, the invoice will post as usual.

  • If the current financial period is closed, and Post to Next FY Period is enabled, Ocerra will automatically post the invoice into the next financial year period.

This ensures invoices continue to export successfully without manual intervention during year-end rollover.


How to Enable Post to Next FY Period

  1. Go to Settings in Ocerra.

  2. Navigate to MYOB AccountRight integration.

  3. Enable/toggle on the option Post to Next FY Period.



Once enabled, the setting will apply to all future exports to MYOB AccountRight.