Ocerra Support Portal

Getting Started Fundamentals 12

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

See all 12 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 one PDF file into separate documents

See all 7 articles

Approval workflow setup 13

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

See all 13 articles

General Settings 9

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

See all 9 articles

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?

See all 7 articles

Invoice data extraction 22

• What data is extracted by Ocerra?
• Vendor/Supplier Settings
• How tax rates work on the invoice
• Account Codes
• Processing paid invoices

See all 22 articles

Xero 5

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

MYOB Advanced 12

• Integration overview (MYOB Advanced)
• Integration setup details
• Exporting bills to MYOB Advanced
• Purchase Order matching: MYOB Advanced
• Posting Credit Notes (MYOB Advanced)

See all 12 articles

MYOB Account Right 7

• MYOB AccountRight Integration
• Integration setup details
• Exporting bills to MYOB AccountRight
• Posting Credit Notes (MYOB AccountRight)
• Adding a Job number on the invoice

See all 7 articles

File-based integration 4

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

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

Year 2021 8

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

See all 8 articles

Year 2020 6

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

See all 6 articles