Ocerra Support Portal

Setting up your account 5

• How to access Ocerra
• Inviting your team onboard
• How to change your password
• Inter Companies
• Changing panel colours

How does Ocerra work? 5

• Getting Started Guide
• Ocerra Product Tour (Video)
• Invoice Annotation
• AP Terms Glossary
• Archiving invoices

Notifications 0

Submitting invoices to Ocerra 6

• Using email address
• Using direct upload
• File formats & limitations
• Identifying invoice duplicates
• Splitting a PDF file into separate documents

See all 6 articles

Invoice data extraction 11

• What data is extracted by Ocerra?
• Vendor/Supplier Settings
• GL Codes/Tax Accounts
• Processing paid invoices
• Consolidated invoices

See all 11 articles

Approval workflow setup 10

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

See all 10 articles

General Settings 5

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

Xero 5

• Integration Overview
• Data flow diagram
• Integration setup details
• Exporting bills to Xero
• Xero FAQ

MYOB Advanced 3

• Data flow diagram
• Integration setup details
• Exporting bills to MYOB Advanced

MYOB Account Right 2

• Integration setup details
• Exporting bills to MYOB AccountRight

File-based integration 3

• Integration Overview
• File-based Import
• File-based Export

Year 2020 4

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