Overview

  • Learn how Ocerra assists in auto-coding projects (jobs)


Coding projects or jobs per line is always a manual task unless you are using purchase order (PO). 


PO has a project code per line, and when matching it up with the invoice in Ocerra, it will auto-code projects when creating a new bill in your system.


Please note, there is no project/jobs entry option on the Ocerra screen. We believe this information should be coded using PO as this is the most reliable source for this type of information. 


Alternatively, project/job code can be added as a comment when approving an invoice, so an AP admin can enter it before posting an invoice to the ERP system.