Ocerra Support Portal

Getting Started Fundamentals 22

• Watch product tour video (3-min)
• Getting Started Guide
• Roles in Ocerra
• Inviting your team onboard
• Get help from Ocerra support

View all 22

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 12

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

View all 12

General Settings 9

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

View all 9