Ocerra Support Portal

Getting Started Fundamentals 7

• Watch product tour video (3-min)
• Getting Started Guide
• Ocerra Glossary
• How to access Ocerra
• Inviting your team onboard

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Submitting invoices to Ocerra 7

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

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Approval workflow setup 11

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

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General Settings 9

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

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