Ocerra automatically identifies the employee based on the logged‑in expense user. This means the system knows who is submitting the claim and links it to the correct supplier/contact card in your accounting platform.
There is no need for users to manually select or enter their own supplier name.
Requirements for Successful Export
To ensure the export process works smoothly, make sure the following condition is met:
Employee Supplier Cards — Each employee must exist as a supplier card in your connected accounting or ERP system. This allows Ocerra to match the expense claim to the correct record during export.
Once this is in place, Ocerra will automatically match each expense claim to the right employee without any manual input.
Employee Supplier Card Setup
To ensure smooth matching between Ocerra and your ERP system, follow this order:
Create the employee as a vendor in Ocerra
Create the same employee as a supplier/contact in your accounting or ERP system. Make sure the supplier name matches exactly how it was created in Ocerra.
Export the expense claim — Ocerra will automatically match the user to the supplier/vendor record
How to create a new supplier in Ocerra