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.  Before you get started plea...
Wed, 21 Jul, 2021 at 3:17 PM
Get help from Ocerra support
Overview Learn how to get help from Ocerra support in the most efficient way. If you are reading this article, you are doing it in our support porta...
Mon, 19 Jul, 2021 at 4:07 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 https://app.ocerra.com/ 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: Add first and last name...
Tue, 29 Jun, 2021 at 11:05 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...
Wed, 16 Jun, 2021 at 9:58 PM
Statements
Overview: Learn about invoice statements in Ocerra and how to handle them in the system.  By default, Ocerra reads all the incoming PDF documents as ...
Mon, 14 Jun, 2021 at 9:39 AM
How to use filters on the invoice page
Invoices in Ocerra can be easily found by properties using different filters. Where to find filters go to "invoices" on menu panel above th...
Mon, 5 Jul, 2021 at 11:32 AM