There are two types of email notifications in Ocerra:
- For incoming invoice: you will receive email notifications for ALL the incoming invoices. It is recommended for accountant and AP roles.
- For approval: you will receive email notifications for approval only. It is recommended for an employee user role.
Note: A user with an employee role only should not receive notifications for the incoming invoices.
For incoming invoices
Receive email notifications from Ocerra when new invoices are ready for a review. This type of email notification is useful for an accountant or AP admin roles in the system. If you are reviewing and preparing invoices for approval, we'd highly recommend to set this up.
You can pick the day(s) of the week and time when you would like receiving email notification(s) for all your incoming invoices in Ocerra.
- Go to Settings – General – Notifications
- Pick a time, days of the week and click Save
On this day(s) and time Ocerra will email you a list of all the incoming invoice documents. For example:
You can click on any of the invoices in your email, it will take you to Ocerra invoice processing screen.
We only send this email once, in the future we'll add reminders for any unprocessed invoices.
Note: An approver will receive email notifications with invoices that they can approve only.
Ocerra invoices for approval, email Example:
(!) Time zone
Please ensure that you have the time zone correct in your account settings. You can check it in Settings – General – Time Zone.