- How to export bills and credit notes from Ocerra to your system?
With Ocerra out-of-the-box integrations, you can export supplier bills via Export Page List. By default the filter on this page is set to show documents in the Approved status - Exported = No.
However, you can export in any status, e.g. submitted or any other custom status that you have setup in Ocerra.
- Go to Export List on the menu
- Filter “Submitted” invoices and click “Apply” (or any other status you are using for export).
- Select invoices you want to export or click “Select all”
- Click “Export invoices”
Depending on your integration, invoices from the approved or another status can be automatically exported to your system.
See in more details: