Xero

Integration Overview: Xero
Overview Ocerra offers seamless, out of the box connection with Xero. Ocerra imports all the key informaton such as Chat of Accounts*, Suppliers and ...
Tue, 24 Sep, 2024 at 10:28 AM
How to connect Ocerra with Xero
Overview: How to connect Ocerra with your Xero account in a few easy steps. Xero is the master record for all supplier details. Learn more about the inte...
Tue, 24 Sep, 2024 at 10:29 AM
Exporting bills to Xero
When your invoices are ready for the export to Xero, Go to Export tab in Ocerra Select invoices that you would like to export Click Export Invoices butt...
Tue, 21 Jan, 2020 at 4:06 PM
How to create a new supplier in Ocerra?
Overview: Create a new supplier in Ocerra and automatically sync to Xero. Enabling an option to create a new supplier By default, a new supplier cr...
Wed, 15 Dec, 2021 at 10:43 AM
How to use Xero tracking categories in Ocerra?
1. Navigate to the Xero integration page 2. Enable Sync Categories parameter 3. Click Sync and wait for the information at the top right corner to show da...
Thu, 16 Dec, 2021 at 6:45 AM
How to use Xero payments in Ocerra
Overview: Payment information is imported from Xero to Ocerra to flag paid invoices as paid in Ocerra, and To configure the auto-archive rules. You can l...
Wed, 30 Aug, 2023 at 1:23 PM
How to sync accounts manually to Ocerra
By default, Ocerra syncs certain types of Accounts from Xero to Ocerra.  If you would like to add an additional account(s) or the entire account type to...
Tue, 19 Jul, 2022 at 10:42 AM
How to process credit notes to Xero
Please read this article about how to process credit notes in Ocerra. To process a credit note to MYOB Advanced, please follow these steps: 1. Toggl...
Wed, 24 Apr, 2024 at 3:13 PM