Ocerra Support Portal

Getting Started Fundamentals 25

• 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 17

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

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General Settings 10

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

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