Support Portal

Getting Started Fundamentals 33

• Watch product tour video (3-min)
• Getting Started Guide
• Roles in Ocerra
• How to set up a new user
• Get help from Ocerra support

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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

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Approval workflow setup 20

• Module overview
• Workflow States
• Approval setup intro and definitions
• Understating approval statuses
• Approving invoices (Approval Page)

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General Settings 16

• General Settings
• Invoice validation rules
• User notifications
• Import
• Custom fields

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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?

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Invoice data extraction 24

• What data is extracted by Ocerra?
• Vendor/Supplier list settings
• How tax rates work on the invoice
• Account Codes
• Consolidated invoices

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Purchase Order Settings 13

• Ocerra PO Getting Started Guide
• Purchase Order Introduction
• How to enable Purchase Orders
• How to verify your email address
• Create Purchase Order template

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Xero 8

• Integration Overview: Xero
• How to connect Ocerra with Xero
• Exporting bills to Xero
• How to create a new supplier in Ocerra?
• How to use Xero tracking categories in Ocerra?

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MYOB Acumatica 38

• 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

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MYOB Account Right 19

• Integration Overview: MYOB AccountRight
• How to connect Ocerra 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

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File-based integration 4

• Integration Overview
• File-based Import
• File-based Export
• Store Invoices from Ocerra using PowerShell

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
• Export Options: Smart Excel and PDF

Year 2021 8

• January 2021
• February 2021
• March 2021
• April 2021
• June 2021

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Year 2020 6

• July 2020
• August 2020
• September 2020
• October 2020
• November 2020

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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

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Year 2024 12

• January 2024
• February 2024
• March 2024
• April 2024
• May 2024

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Year 2025 6

• January 2025
• February 2025
• March 2025
• April 2025
• May 2025

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