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
In this getting started guide, we are using Xero integration as an example. If you are using a different accounting or ERP system, the connection to your sy...
Sun, 26 Jul, 2020 at 1:18 PM
Ocerra Glossary
In accounting, as well as in different countries or ERP systems some terms may vary. This list has the most common terms we are using in Ocerra.  In the...
Tue, 19 Jan, 2021 at 12:16 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
Inviting your team onboard
To invite your team members to Ocerra -  Go to Settings – Users and click +Invite User button. A pop-up form will be shown: Fill up the form with you...
Thu, 25 Mar, 2021 at 10:11 AM
How to change your password
To change password, click on your Account Icon and select Change Password: Please use these requirements to create a safe password: It must be a min...
Fri, 15 Jan, 2021 at 5:03 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 find...
Mon, 29 Jun, 2020 at 10:47 AM