There are two types of user email notifications in Ocerra:
- For incoming invoice
- For approval
For incoming invoices
This type of email notification will help you to check and process new invoices in Ocerra on a regular basis. If you are submitting invoices for approval from a received status, 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 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.
(!) Time zone
Please ensure that you have the time zone correct in your account settings. You can check it in Settings – General – Time Zone.