Ocerra extracts data that exists and visible on the invoice or picked up from the supplier settings, e.g. GL codes or Payment terms. 

Sometimes you will need to adjust or add information in Ocerra manually before exporting it to your system.

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
  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, you can click on the empty or incorrect value and click on the value on the invoice to populate it and click “save”.  

(!) Manually entered data is not AI trained or remembered. When clicking "Save", the system won't remember. If you want it to remember it next time, you should "annotate". Read about annotation process here.