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Knowledge base
Getting started with Ocerra
Getting Started Fundamentals
21
Watch product tour video (3-min)
Getting Started Guide
Get help from Ocerra support
Ocerra Glossary
How to access Ocerra
View all 21
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
13
Module overview
Workflow States
Approval setup intro & definitions
Setting up roles for approval
Understating approval statuses
View all 13
General Settings
9
General
Invoice validation rules
User notifications
Import
Custom fields
View all 9
Intelligent invoice data extraction
Invoice training & annotation
7
Invoice annotation: Overview
Value-based annotation: how to pick up correct values on the invoice
Table-based annotation
How to sum up invoice lines
What to do if data is not extracted correctly on the invoice?
View all 7
Invoice data extraction
24
What data is extracted by Ocerra?
Vendor/Supplier list settings
How tax rates work on the invoice
Account Codes
Processing paid invoices
View all 24
Ocerra Integrations
Xero
8
Integration Overview
Data flow: Information synced between Xero and Ocerra
How to connect Ocerra with Xero
Exporting bills to Xero
Xero FAQ
View all 8
MYOB Advanced
18
Integration overview (MYOB Advanced)
Integration setup details
Exporting bills to MYOB Advanced
Purchase Order matching: MYOB Advanced
Posting Credit Notes (MYOB Advanced)
View all 18
MYOB Account Right
9
Integration Overview: MYOB AccountRight
How to connect with MYOB AccountRight Live
Exporting bills to MYOB AccountRight
Posting Credit Notes (MYOB AccountRight)
Adding a Job number on the invoice
View all 9
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 your custom dashboard
Invoice list: adjusting & reseting
Hiding widgets on the Ocerra dashboard
Analytics
2
AP Aging Report using Power BI
Using Excel with Ocerra
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
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