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Knowledge base
Getting started with Ocerra
Getting Started Fundamentals
7
Watch product tour video (3-min)
Getting Started Guide
Ocerra Glossary
How to access Ocerra
Inviting your team onboard
See all 7 articles
How does Ocerra work?
0
Notifications
0
Submitting invoices to Ocerra
7
Using email address to capture invoices
Using direct upload
File formats & limitations
Identifying invoice duplicates
Splitting a PDF file into separate documents
See all 7 articles
Approval workflow setup
11
Module overview
Workflow States
Approval setup intro & definitions
Setting up roles for approval
Understating approval statuses
See all 11 articles
General Settings
9
General
Invoice validation rules
User notifications
Import
Custom fields
See all 9 articles
Intelligent invoice data extraction
Invoice training & annotation
5
Invoice annotation: Overview
Value-based annotation
Table-based annotation
Single-line annotation
What to do if data is not extracted correctly on the invoice?
Invoice data extraction
20
What data is extracted by Ocerra?
Vendor/Supplier Settings
How tax rates work on the invoice
GL Codes/Tax Accounts
Processing paid invoices
See all 20 articles
Ocerra Integrations
Xero
5
Integration Overview
Data flow diagram
Integration setup details
Exporting bills to Xero
Xero FAQ
MYOB Advanced
9
Integration overview (MYOB Advanced)
Integration setup details
Exporting bills to MYOB Advanced
Purchase Order matching
Posting Credit Notes (MYOB Advanced)
See all 9 articles
MYOB Account Right
4
MYOB AccountRight Integration
Integration setup details
Exporting bills to MYOB AccountRight
Posting Credit Notes (MYOB AccountRight)
File-based integration
4
Integration Overview
File-based Import
File-based Export
Store Invoices from Ocerra using PowerShell
Analytics: Dashboard & Reports
Dashboards
3
Ocerra's default dashboard
Building your custom dashboard
Invoice list: adjusting & reseting
Analytics
2
AP Aging Report using Power BI
Using Excel with Ocerra
Release Notes
Year 2020
6
July 2020
August 2020
September 2020
October 2020
November 2020
See all 6 articles
Year 2021
3
January 2021
February 2021
March 2021
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