• Learn how to quickly add GL accounts, tax rates, subaccounts, items and other financial elements on the line level.

By default, Ocerra adds accounts and tax codes from your supplier settings imported from your system*: 

*Also, Ocerra can import data from item codes (if configured) or Purchase Order lines if used.

Sometimes, you might need to update an account or tax code on the line level regardless of your default supplier settings. 

There is a copy function that can be used on Account, Tax Code, Sub Account or Project to quickly update all the lines:

For example, select the right account and copy it for all your lines on the invoice document: