Overview:
- Learn how to save documents as statements, mark them as unsaved, and view multi-page statements.
Ocerra brings all the PDF attachments from the Inbox to the Invoices List. For a statement, there is an option to save it "As Statement" when you open it up from the Invoices List.
Always make sure to add a supplier first before saving it as a statement. That way, Ocerra will learn that the particular statement is from that supplier and will automatically save it as a statement to the statement folder.
- A pop-up question "Are you sure you want to save this Invoice as a Statement?” Please click “Okay” to confirm action.
From the "Received" status, the statement will change into the "Statement" status.
Statements document storage
The key purpose of saving statements is to ensure your main invoice list stays uncluttered and to provide a dedicated storage space for your statements. This allows you to download and review your statements in more detail whenever needed.
You have the option to import a Statement into the Statement folder by clicking the “+ New Statement” button on the upper left side.
Adding notes in the Statement:
Go to the Statements folder and click on the Statement to which you wish to add notes.
On the upper right corner, underneath "Supplier," there's a "Notes" field. Add your notes.
The added notes will be displayed in the "Notes" column on the Statement page.
Note: You’ll notice a red rectangular magnifying glass moving while you hover your mouse in the Statement. It will allow you to zoom in and view specific parts of the Statement more closely. This can be especially helpful when dealing with complex or detailed information, as it enables you to examine small text or other elements with greater clarity.
Multi-Pages Statements
There is an option that allows you to navigate to the second page or subsequent pages in statements, making it easier to view multi-page statements within Ocerra.
From “Statement” to “As invoice”:
For mistakenly tagged as a “Statement” document, you can save it back “As Invoice”.
Go to the Statements folder and click on the Statement to which you wish to save “As Invoice”.
On the lower right side, arrow down next to “Save”, click “As Invoice”.
- A pop-up question “Are you sure you want to save this Statement as Invoice?” Please click “Okay” to confirm action.
(!) Once the action has been confirmed, the “Statement” will go back to the “Invoice List” and will go back to “Received” status.