By default, Ocerra aims to extract all line items from an invoice. In some cases, this isn’t necessary and you may prefer to post the invoice as a single summary line.
The Clean button lets you quickly collapse all extracted lines into one.
When to use this
You don’t need line-level detail in your accounting system
The invoice has many lines but is posted as a single expense
You want to simplify coding and approvals
There is no clear table with line-items on the invoice layout
How the Clean button works
Removes all extracted invoice lines
Creates one single line
If a total or net amount is available on the invoice, Ocerra will automatically populate the line amount
If the total is not available (for example, on truncated pages), you’ll need to enter the amount manually to balance the invoice
If the total is available, you can pick it with value-based annotation.
Steps
Open the invoice
Click Clean
Confirm the action in the pop-up
(Optional) Click Annotate if you want Ocerra to apply this behaviour automatically for similar invoices in the future
Wait for the annotation process to complete
Notes
Annotation trains Ocerra to summarise lines for similar invoices going forward
If totals are not visible on the document, Ocerra cannot calculate the amount automatically
You can still edit the single line after cleaning if required
