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

Submitting invoices to Ocerra 6

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

See all 6 articles

Invoice data extraction 13

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

See all 13 articles

Approval workflow setup 10

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

See all 10 articles

General Settings 6

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

See all 6 articles