Ocerra now automatically assigns the invoice approver based on the person who originally raised the Purchase Order (PO). This happens by default and does not require any configuration.
How It Works
When an invoice is received in Ocerra and successfully matched to a Purchase Order:
Ocerra identifies the user who created (raised) the PO.
When the invoice is submitted for approval, the system automatically sets that user as the invoice approver.
The approver field is pre-filled with the PO raiser’s name.
This helps streamline approvals by ensuring the person most familiar with the purchase is included in the approval process.
Example:
If you raised a PO and an invoice later arrives that matches your PO, once the invoice is submitted for approval, you will automatically be listed as the approver.
Can the Approver Be Changed?
Yes. While Ocerra auto-fills the PO raiser as the approver, this is not locked.
If someone else should review or approve the invoice:
The approver can be manually changed before or during the approval process (depending on your workflow permissions).
Key Benefits
Faster approvals – The right person is selected automatically
Better accountability – The PO owner stays involved in the process
Less manual effort – No need to search for the correct approver each time
Do I Need to Set This Up?
No setup is required. This behavior is now the default in Ocerra for invoices matched to Purchase Orders.