Sometimes you may need to discuss or review an invoice with someone else from your company. If they have access to Ocerra, they can open and review it.
There are a few ways you can quickly share an invoice:
Copy URL link of the invoice
You can do this only from the Invoice page in Ocerra:
Use "Share Link" button on the Approval Page
You can do this only from the Approval page in Ocerra:
"Share Link" will create a link that you can paste into the email or your teams chat.
For example, irina@ocerra.co.nz is inviting you to look at Invoice #1234569 from All Fine Foods in ABC Company here: https://app.ocerra.com/#/v/1aa8de03-3021-424f-83a7-3dd417a49955
Please note that a link won't open if a person you are sharing it with is not a user in Ocerra or has no permission to view an invoice. For example, it is not in their approval workflow.
Multi-company
If you manage multiple companies in Ocerra, please ensure you are logged to the right company to open up a shared link to the invoice.