Integration Overview
Ocerra offers built-in integration with Xero accounting software for effortless accounts payable automation.  Data flow Ocerra syncs Chart of Acc...
Mon, 19 Jul, 2021 at 9:13 PM
Data flow: Information synced between Xero and Ocerra
Bills & Credit Notes The main goal of this integration is to automatically create bills and credit notes in Xero.  This way you can save tons of time a...
Thu, 25 Aug, 2022 at 9:57 PM
How to connect Ocerra with Xero
Overview: How to connect Ocerra with your Xero account in a few easy steps. Ocerra offers out-of-the-box integration with Xero, follow these steps be...
Mon, 19 Jul, 2021 at 9:05 PM
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
Xero FAQ
How do I disconnect from Xero? Go to Xero tab in Ocerra and click – Disconnect Xero allows only 30 minutes connection with Ocerra, in 30 minutes it will ...
Tue, 21 Jan, 2020 at 4:07 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: Payments in Ocerra are synced from your system for auto-archive purposes. You can learn more about Archiving in Ocerra here.
Fri, 18 Feb, 2022 at 5:44 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