One important benefit of Ocerra is its streamlined workflow. It’s essential to properly communicate with all approvers so they can make the most of the approval process in Ocerra.
Below is an example email communication you can send internally to all approvers in your organisation:
Subject: Access to Ocerra – Action Required
Hi team,
We’re introducing Ocerra for processing supplier invoices. You will receive an invitation shortly to set up your Ocerra login. Once logged in, you’ll be able to review and approve invoices assigned to you.
Please take a moment to read the attached Ocerra Approver Guide, which outlines:
- how to log in
- how to view and approve invoices
- how to add comments or request changes
- what to expect in your workflow
Your access level is based on your role in our approval process. If anything looks incorrect once you’re in the system, let me know and I will update your permissions.
If you have questions about using Ocerra, refer to the guide or reach out to me directly.
Thanks,
You can view or download the Ocerra approval getting started guide here.