Default workflow statuses
Each document will have two default workflow buttons: Submit and Approve, and includes the following statuses:
Received, Submitted, Approved/Declined.
- If you are not using approval in Ocerra, you will only be using Received and Approved statuses. Because you will need to Approve an invoice in Ocerra just to confirm that invoice is ready for export to MYOB Advanced.
- This approve step does not affect your approval process in MYOB.
Received status
- Received status is a default system status for all the incoming invoices. It helps to differentiated from new received, unprocessed invoices with the those that you have submitted for approval or approved.
Submitted status
- Submitted status happens when invoice is submitted and assigned to an approver and waiting on the them to be reviewed.
- If you don’t need to submit invoices for approval to another person, please ignore the Submit button.
- In default setup, it will have only one level of approval, meaning that you can assign one person to review it.
- If you are assigning another person to review it, please check how the assign employee workflow works.
Approved status
- Approved status happens when invoice approved either by the assigned employee or by the finance team to confirm that this invoice has been reviewed and ready to be exported to MYOB.