Getting Started Fundamentals

Folder for adding Your account articles

Watch product tour video (3-min)
Here's a quick overview of Ocerra AP automation and how it works:
Sun, 17 Jan, 2021 at 3:19 PM
Getting Started Guide
This is a general getting started guide assuming that your accounting or ERP system is already connected with Ocerra. Please read it to get familiar with wh...
Wed, 11 Oct, 2023 at 7:25 PM
Roles in Ocerra
There are two types of roles in Ocerra: Static roles and Dynamic roles. Static roles are pre-defined system roles, every user requires to have at least ...
Tue, 9 Jan, 2024 at 8:37 PM
How to set up a new user
Overview: There is no limit on the number of users you can add to Ocerra. There is no extra costs on setting up and adding new users. When we set up an a...
Tue, 3 Oct, 2023 at 11:45 AM
Get help from Ocerra support
Overview Learn how to use Ocerra support to optimise your support experience. Learn about Ocerra response time to general inquiries, feature requests inc...
Tue, 19 Sep, 2023 at 1:55 PM
How to access Ocerra
Ocerra is a cloud-based solution; this means that you can access it using your web browser.  Please go to and enter your email a...
Wed, 11 Nov, 2020 at 8:45 PM
How to Restore and Change your Password
To change password, click on your Account Icon, Select Settings then choose Change Password: 1. The system will ask you to type in your old password and c...
Tue, 10 Oct, 2023 at 7:42 PM
Exporting invoices to your system
Overview: How to export bills and credit notes from Ocerra to your system? With Ocerra out-of-the-box integrations, you can export supplier bills via...
Sun, 24 Oct, 2021 at 2:02 PM
Changing panel colours
If you manage more than one company in Ocerra, you can change panel colours of Ocerra for each company to differentiate between them quickly.  You can f...
Wed, 18 Oct, 2023 at 5:51 PM
How to manage statements in Ocerra
Ocerra brings all the PDF attachments from the Inbox to the Invoices List. For a statement, there is an option to save it "As Statement" when you ...
Wed, 18 Oct, 2023 at 5:55 PM