You can add supplier statements to Ocerra in several ways: by emailing them directly, uploading them from the Statements folder, or converting them from an invoice.


Important: Supplier Matching & Training

When you first begin using statements in Ocerra, you’ll need to:

  • Match each statement with the correct supplier. This ensures Ocerra knows which supplier the statement belongs to.

  • In some cases, statements may require training (annotation) so Ocerra can correctly extract and match all the lines.

    • This process is the same as invoice annotation.

    • Once trained, the server will remember how to recognise future statements for that supplier.


Emailing Statements

  • Send the statement as an attachment to your company’s Ocerra email address.

  • The document will appear in your Invoices list.

  • To convert it into a statement:

    1. Open the document.

    2. Click Save as Statement.

    3. Confirm the pop-up message “Are you sure you want to save this Invoice as a Statement?” by selecting Okay.

    4. The document will be moved from Invoices to Statements.



To enable automatic classification of emailed statements, see: Enabling Statement Auto-Classification.


2. Uploading from the Statements Folder

  • Go to the Statements folder.

  • Click the + New Statement button in the top-left corner.

  • Drag and drop your file or select it from your computer.



Notes

  • File format: Ensure the uploaded file is in a supported format (e.g. PDF).


Next, see: Reconciling Statements with Invoices