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Knowledge base
Getting started with Ocerra
Getting Started Fundamentals
5
Watch product tour video (3-min)
How to access Ocerra
Inviting your team onboard
How to change your password
Changing panel colours
How does Ocerra work?
4
Getting Started Guide
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
13
What data is extracted by Ocerra?
Vendor/Supplier Settings
GL Codes/Tax Accounts
Processing paid invoices
Consolidated invoices
See all 13 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
6
General
Invoice validation rules
User notifications
Import
Custom fields
See all 6 articles
Ocerra Integrations
Xero
5
Integration Overview
Data flow diagram
Integration setup details
Exporting bills to Xero
Xero FAQ
MYOB Advanced
5
Integration overview (MYOB Advanced)
Integration setup details
Exporting bills to MYOB Advanced
Matching Purchase Orders and Receipts on the invoice
Posting Credit Notes (MYOB Advanced)
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
Release Notes
Year 2020
4
July 2020
August 2020
September 2020
October 2020
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