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Knowledge base
Getting started with Ocerra
Getting Started Fundamentals
32
Watch product tour video (3-min)
Getting Started Guide
Roles in Ocerra
How to set up a new user
Get help from Ocerra support
View all 32
How does Ocerra work?
0
Notifications
0
Submitting invoices to Ocerra
8
Using email address to capture invoices
Using direct upload to import files to Ocerra
Email inbox: Ok and Error States
What file types can I upload to Ocerra?
Identifying invoice duplicates
View all 8
Approval workflow setup
19
Module overview
Workflow States
Approval setup intro and definitions
Understating approval statuses
Approving invoices (Approval Page)
View all 19
General Settings
15
General Settings
Invoice validation rules
User notifications
Import
Custom fields
View all 15
Intelligent invoice data extraction
Invoice training & annotation
10
Invoice annotation: Overview
Value-based annotation
Table-based annotation
How to sum up invoice lines
What to do if data is not extracted correctly on the invoice?
View all 10
Invoice data extraction
25
What data is extracted by Ocerra?
Vendor/Supplier list settings
How tax rates work on the invoice
Account Codes
Processing paid invoices
View all 25
Purchase Orders (NEW)
Purchase Order Settings
11
Ocerra PO Getting Started Guide
Purchase Order Introduction
How to enable Purchase Orders
How to verify your email address
Create Purchase Order template
View all 11
Ocerra Integrations
Xero
9
Integration Overview: Xero
How to connect Ocerra with Xero
Exporting bills to Xero
Xero FAQ
How to create a new supplier in Ocerra?
View all 9
MYOB Acumatica
37
Integration overview for MYOB Acumatica
Configuring the connection with MYOB Acumatica
Integration Pre-requisites
Creating the MYOB Acumatica API User for Ocerra
How MYOB Acumatica upgrades affect your Ocerra integration
View all 37
MYOB Account Right
17
Integration Overview: MYOB AccountRight
How to connect with MYOB AccountRight Live
Exporting bills to MYOB AccountRight
How to use purchase invoice layouts in Ocerra
How to process Credit Notes to MYOB AccountRight
View all 17
File-based integration
4
Integration Overview
File-based Import
File-based Export
Store Invoices from Ocerra using PowerShell
Analytics: Dashboard & Reports
Dashboards
4
Ocerra's default dashboard
Building bucket list dashboard
Invoice list: adjusting & resetting
Hiding widgets on the Ocerra dashboard
Analytics
3
AP Aging Report using Power BI
Using Excel with Ocerra
Smart Excel Export
Release Notes
Year 2021
8
January 2021
February 2021
March 2021
April 2021
June 2021
View all 8
Year 2020
6
July 2020
August 2020
September 2020
October 2020
November 2020
View all 6
Year 2022
4
July 12
July 17
July 19
July 31
Year 2023
8
Release Notes Jan - Mar 2023
Release Notes Mar 2023
May 2023
July 2023
August 2023
View all 8
Year 2024
11
January 2024
February 2024
March 2024
April 2024
May 2024
View all 11
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