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...
Mon, 26 Sep, 2022 at 10:42 AM
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 ...
Wed, 17 Aug, 2022 at 6:44 PM
Inviting your team onboard
To invite new users to Ocerra, you should have an "accountant" or "supervisor" role.  In Ocerra, select the company you would like t...
Tue, 5 Apr, 2022 at 10:13 AM
Get help from Ocerra support
Overview We are aiming to provide the first support response within 1-2 business days.  Ocerra support hours are from Monday to Friday, 8am - 5pm. Ocer...
Mon, 5 Sep, 2022 at 10:27 AM
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
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...
Wed, 9 Feb, 2022 at 4:01 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 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.  Ocerra brings all the PDF attachments from the Inbox to the...
Fri, 5 Nov, 2021 at 4:44 PM