Support Portal

Getting Started Fundamentals 35

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

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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

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Approval workflow setup 22

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

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General Settings 19

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

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Supplier Statements 8

• Supplier Statement Reconciliation in Ocerra
• Adding Statements to Ocerra
• Reconciling Statements with Invoices
• Editing and Adding Notes to Statements
• Sharing Statements

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Fraud Prevention & Security 5

• Enable two-factor authentication (2FA)
• Single Sign-On (SSO) with Microsoft 365
• ABN Lookup: Verifying Supplier ABN Details in Ocerra
• How to enable bank details check in Ocerra
• How to verify Tax Number on the invoice