Overview

  • Filter invoices by invoice status, number, name, PO match, data extraction or approver name and more.


How to use filters: 

  • Navigate to the 'Invoices' folder on menu panel.
  • Above the list of your invoices you will find filters menu.
  • Select how you would like to filter the invoice e.g., by Invoice number.
  • Click 'Apply'.



Note:

You can use multiple filters simultaneously. You can follow the same steps to filter invoices in the Approval folder.  You can add or remove filters based on how you would like to filter invoices.


List of all filters available in Ocerra and what they do: 


Filter From -  find invoices by supplier name


Filter Number -  find invoices by invoice number


Filter PO number - Find invoices by PO number


Filter State - find invoices by invoice status, e.g. Received, Submitted, Approved - or any other status that you have configured in the system.


Filter PO matches

This filter allows you to find invoices that are either missing the PO number (Missing), PO number does not match the lines on the invoices (No) or invoices that have PO numbers that match with the lines (Yes).


Filter Validation criteria

  • By using this filter you can choose to see invoices that failed or succeeded to process the invoice correctly.
  • If you choose validation = Failure, you will see only invoices with the "balanced" unmatched and vice versa if you chose Validation = Success, you will all invoices that match the header level and line level figures.


Filter by Dates

  • You can filter invoices by the date they were received. Additionally, we have added a due date filter, providing you with a quick and efficient way to manage and find specific invoices.


Filter Approver


This filter works if an invoice was already approved by a specific person. For example, filter Approver like/= Sasha and see all invoices approved by this person:


Filter by Priority


You can sort invoices by priority level, making it easy to identify which invoices require immediate attention.



Filter by Paid: 


You can easily sort and view invoices that have been marked as paid. Simply select "Is Paid" to see a list of all your paid invoices.



Learn how to adjust and reset invoice list.


You can download invoices using the Smart Excel Export feature. The filtered data can be exported directly to Excel.