Support Portal

Getting Started Fundamentals 31

• Watch product tour video (3-min)
• Getting Started Guide
• Roles in Ocerra
• How to set up a new user
• Get help from Ocerra support

View all 31

Submitting invoices to Ocerra 8

• Using email address to capture invoices
• Using direct upload to import files to Ocerra
• Email inbox: Ok and Error States
• What file types can I upload to Ocerra?
• Identifying invoice duplicates

View all 8

Approval workflow setup 19

• Module overview
• Workflow States
• Approval setup intro and definitions
• Understating approval statuses
• Approving invoices (Approval Page)

View all 19

General Settings 15

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

View all 15