Xero Integration:
1. Export Invoice Number as a Reference field for Xero invoices
- Previously, the reference field for Xero invoices was automatically populated with the word 'Ocerra'. Now, the actual invoice number will be exported as the reference field in Xero invoices, providing a more accurate and efficient way to track your invoices.
General Settings enhancements:
1. Workflow Editor Popup Bigger
- We've increased the size of the workflow editor popup, providing you with more room to organise, and manage your workflows.
Read: Approval setup intro and definitions
2. Quick Access Buttons Added to the Invoice List
- We've added convenient quick access buttons to the Invoice List, enabling you to perform key actions and filters with just a single click. An information icon has also been added for quick reference, providing details on each button's purpose for a specific period of time.
Read: Invoice list: adjusting & resetting
3. Enhanced Multi-Step Approval Workflow
- Previously, you were limited to assigning approvals up to 3 steps ahead in your workflow. With this update, there are no longer such limitations. Now, workflow suggests choosing all assign approvals in a single step, providing greater control and efficiency in your approval process.
Read: Assign an approver on the invoice
Bank Details UI enhancement:
1. Highlight Bank Details
- You can now easily identify the status of bank details for vendor accounts through color-coded highlights.
- Red: Bank details do not match the saved information.
- Green: Bank details match the saved information.
- Black: No bank details are set for the vendor account.
Read: How to enable bank details check in Ocerra
Data Extraction:
1. Remember Removed Values
- Previously, Ocerra automatically restored Net, Tax, and Total values in documents even if they were deleted. With this update, we no longer automatically restore these values. This change enhances your control over your document data.
2. Fix Data Extraction for invoices with GST-Free lines
- We have resolved an issue that previously impacted the data extraction for invoices with GST-free lines.
3. Highlighting PO Auto-Matched Lines
- You'll now noticed highlighted Purchase Order (PO) auto-matched lines, making it easier to identify and track automatically matched items based on Quantity and Amount.
Ocerra POs update:
1. PO Email Sender Verification
- We have released a new functionality that eliminates the need for manual email verification with just a click of a button and guarantees that your Purchase Orders (POs) are sent and received from verified senders.