Overview
The General settings page contains your company's basic information and configuration settings in Ocerra. These settings control how your company is displayed and how certain system features behave, such as email notifications, invoice management, and integration preferences.
To access this page, navigate to Settings > General.
Note:
- If your Ocerra account contains multiple companies or entities, each company has its own General settings. Changes made to one company will not affect the others.
- It is important to click "Save" when you make changes on this page.
| General Page Fields | Description |
| Name | The display name of the company shown in the top-left corner of Ocerra. |
| Description | An optional description to help identify the company, especially if you manage multiple companies. |
| Period Start | The start date of your billing or subscription period for the company. |
| Payment Day | The default invoice payment day used by the AP Dashboard to calculate and display upcoming and overdue payments. |
| Time Zone | Sets the time zone used for notifications and date/time displays within Ocerra. |
| Auto Archive (days) | The number of days after which invoices in the selected states are automatically moved to the Archive. |
| Auto Archive States | Specifies which invoice statuses (e.g., Approved, Declined) are eligible for automatic archiving. |
| Widgets | Allows you to enable or configure dashboard widgets available for the company. Learn more. |
| Domain | Your company's email domain (e.g., abc.com), used for email-related functions. |
| Tax Number | Your company's GST, ABN, or tax registration number. Ocerra uses this to avoid extracting your own tax number when it appears on supplier invoices. |
| Financial System | The accounting or ERP system connected to Ocerra, such as Xero, MYOB AccountRight, or MYOB Acumatica. |
| Default Path | Sets the default page or location users are directed to after signing in (e.g., #/home). |
| Decimal Precision | Defines the number of decimal places displayed for amounts and quantities throughout Ocerra. Learn more. |
Control Parameters
The Control Parameters section contains settings that determine how Ocerra processes invoices, manages workflows, and controls available features within your company.
Before enabling or disabling any parameter, ensure you understand how the setting will affect your invoice processing and workflow configuration.
Parameters | Description |
| Accounts | Enables the use of accounting accounts (GL accounts) within Ocerra for invoice coding and export purposes. |
| Items | Items(Stock or non-stock) Learn more. Enables item-based coding, allowing invoices to be coded using inventory or service items where applicable. |
| Workflow Comments | Allows users to add comments during invoice approval workflows, providing additional context or notes throughout the approval process. |
| Calculate Due Date | Automatically calculates the invoice due date based on the invoice date and the configured payment terms. Learn more. |
| Can Add Supplier | Allows users with the appropriate permissions to create new suppliers directly within Ocerra. |
| Can Edit On Apprv. | Allows approvers to edit invoice details (such as coding or fields) while approving an invoice. |
| Export Workfl. Log. | Includes workflow history and approval logs when exporting invoice data. Learn more about workflow log parameter here. |
| Machine Learning | Enables Ocerra’s machine learning capabilities to improve invoice data extraction and coding suggestions based on previous processing patterns. |
| Auto classification | Automatically classifies incoming invoices based on learned patterns, such as supplier, invoice type, or document characteristics. |
| Ignore Backward For Notifications | Prevents workflow notifications from being triggered for previous workflow steps when an invoice moves backward in the approval process. |
| Tax Codes | Enables the use of tax codes when coding invoices and exporting data to the connected accounting system. |
| Three Way Match | Enables matching between Purchase Orders, invoices, and receipts to verify invoice accuracy before approval. |
| Detect Currency | Automatically detects the invoice currency from the uploaded document. |
| Default Days | Defines the default number of days used when calculating invoice due dates if specific payment terms are not available. |
| Compare Prices | Allows Ocerra to compare invoice prices against previous invoices or purchase order pricing to identify differences. |
| Can Apprv. Edit GL | Allows approvers to edit the GL account coding during the approval process. |
| Due Buttons on List | Displays due date-related action buttons or indicators on invoice list views for easier tracking of upcoming or overdue invoices. |
| ABN service | Enables Australian Business Number (ABN) validation services to verify supplier ABN details. |
| Calculate due date by vendor | Calculates invoice due dates based on the payment terms configured for each individual vendor/supplier. |