Ocerra Support Portal

Getting Started Fundamentals 21

• Watch product tour video (3-min)
• Getting Started Guide
• Get help from Ocerra support
• Ocerra Glossary
• How to access Ocerra

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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 13

• Module overview
• Workflow States
• Approval setup intro & definitions
• Setting up roles for approval
• Understating approval statuses

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General Settings 9

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

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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?

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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
• Processing paid invoices

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Xero 8

• Integration Overview
• Data flow: Information synced between Xero and Ocerra
• How to connect Ocerra with Xero
• Exporting bills to Xero
• Xero FAQ

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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)

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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

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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 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

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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