Ocerra supports file-based export for clients who want to store invoice data and documents outside the platform.


Note: File-based export is an optional setup and may involve additional costs depending on your requirements. 


This is commonly used when:

  • you want an additional backup of invoices
  • you don’t fully rely on your accounting system for storage
  • you need to store documents in a specific location or structure

How it works

  • Invoices are received, processed, and approved within Ocerra based on your workflow
  • A script retrieves approved invoices from Ocerra
  • Invoice data and PDF files are saved to your chosen location (e.g. local folder or server)

What is exported

  • Invoice data (in a structured file format)
  • Original invoice PDF files

Setup

Setup typically includes:

  • configuring access to Ocerra data
  • defining where files should be stored
  • adjusting the export format if required
  • testing with sample invoices

Technical note

The export is handled using a PowerShell script, which allows flexibility in how data and files are structured and saved.


Important notes

  • Export runs outside Ocerra and requires technical setup
  • Typically used for secure storage, backup, or custom workflows
  • Not a real-time integration with your accounting system