Ocerra allows to edit any data on the invoice processing screen. There are a few ways you can do it:


Option 1:


Click on the field that you want to edit and start typing or deleting, as you would typically do in the Word editor:


 

Option 2:


To quickly copy a piece of content from the invoice:

  1. Click on the field where you want to add this information to.
  2. Press and hold CTRL on your keyboard.
  3. Click with the left mouse button on the top left corner of the item you want to copy and start drawing a frame around it, when finished release the CTRL-key.




Option 3:


If data exists on the invoice, click on the empty or incorrect value filed and click on the value on the invoice to populate it and click “save”.  



Please note, manually entered data is not annotated or remembered by the system. You are most likely dealing with an exception. Here's a list of the most common invoice exceptions.