Ocerra offers auto-code features, where it allows the system to automatically move invoices from one status to another. And we recently release a new additional auto-code functionality - PO Appr. / Receipt / Amount / Quantity Matches
This functionality automates the approval process for Purchase Order (PO) invoices and works with the following rules:
- PO Approved and Receipted in your system, and matches with invoice quantities and amounts automatically. In this case, when auto-code rule is applied it can automatically approved this invoice as it does not require manual intervention.
Please note that you need to set up the auto-code criteria and workflow rules in Ocerra before the auto-approval feature can be used effectively. Sample workflow below:
In this workflow, supplier invoices that are less than 1,000 ( not default - you can set your own limit amount depends on your preference ) will be automatically approved if everything is matching including the receipt.
Once the invoice has been imported to Ocerra, the system will auto-approve it. A note will be automatically added in the comment column for confirmation, and the state will be changed to 'Approved,' skipping the 'Received' and 'Submitted' statuses.
Read more about Purchase Order Auto-Approval.