Ocerra is connected with Xero, this allows instant export of AP bills from one system to another. Ocerra will create a new purchase bills with the original PDF attached to it.
When your invoices are ready to be exported to Xero:
Go to the Export tab in Ocerra.
Select the invoices you would like to export.
Click the Export Invoices button.
Note: If you don’t see the “Export Invoices” button, check the connection and reconnect if it is disconnected.
It takes seconds for your bills to appear in Xero. Go to Purchases – Bills to Pay.
Where Exported Invoices Appear in Xero
Invoices exported with the “Approved” status will appear in the “Awaiting Payment” folder.
Invoices that are unapproved will appear in the “Awaiting Approval” folder.
Invoices exported while in “Received” status will appear in Draft status in Xero.
Ocerra will automatically create new bills in Xero including all the key information presented in the original document. Here’s an example:
The original document will be attached for your reference in Xero.
On the bills created and exported by Ocerra you will see “Go to Ocerra” button. It will instantly take you to the invoice in Ocerra and you can quickly verify all the information if necessary.
For general usage instructions, please follow Ocerra Getting Started Guide.