Overview:


  • Ocerra offers supplier statement reconciliation to streamline the process of matching supplier statements with invoices in your Invoices list.
  • Supplier statements can be emailed to your Ocerra inbox or uploaded manually, after which Ocerra automatically reads and pairs statement lines with relevant invoices - reducing manual effort and improving accuracy. 



Availability and Cost

  • Available to all users under the Statements feature.

  • No additional cost.


Key Things to Know

  • Invoices must remain in the Invoices list (not archived) to be paired with statements.

  • If a statement arrives before the final invoice, use Save so Ocerra can auto-match it once the invoice arrives.

  • Reconciliation:

    • Use the Reconcile button to mark a statement as reconciled.

    • Reconciled statements are locked, but you can unreconcile if edits are required.

  • Invoice links on the invoice page are not yet visible (coming in a future release).


Next Steps

To learn how to work with supplier statements, see: