Ocerra Support Portal

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

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Invoice data extraction 13

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

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Approval workflow setup 10

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

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General Settings 6

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

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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

Year 2020 4

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