Customisable Columns on Purchase Order Screen
- You can now customise the column view on the Purchase Order screen, just like on the Invoice list. Tailor your view to display the information most relevant to your workflow.
Bulk Download for Purchase Orders
- You can now select and download multiple purchase orders at once. This new option makes it faster and easier to manage and share POs in bulk.
Invoiced Amount & Status Now Visible in PO List
- We’ve added an Invoiced Amount column to the Purchase Order list. When a PO is linked to an invoice in Ocerra, you’ll now see the total invoiced amount directly in the PO view. Alongside this, a new Status column shows whether the PO is Partially Billed or Completed, giving you better visibility into PO progress at a glance.
PO Approvers Column Update
The PO Approvers column now visually highlights approvers:
Green = Final approver
Gray = Still awaiting approval
Expanded PO Description Field
- You can now add longer descriptions in the PO description field, providing more context and detail when needed.
Reinstated: Accountant Analyst Role
- The Accountant Analyst role has been reinstated in Ocerra. This is a read-only access role. Refer to our support article for more details https://ocerra.freshdesk.com/support/solutions/articles/60000670151-roles-in-ocerra.
Statement Download Option
- You can now multi-select and download multiple statements at once for added convenience.
Archive Update
The Archive section now displays three separate tabs for better organization:
- Invoice Archive
- PO Archive
- Statement Archive