Ocerra Support Portal

Getting Started Fundamentals 7

• Watch product tour video (3-min)
• Getting Started Guide
• Ocerra Glossary
• How to access Ocerra
• Inviting your team onboard

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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

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Approval workflow setup 11

• 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 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

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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)

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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

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 2020 6

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

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Year 2021 3

• January 2021
• February 2021
• March 2021