Getting Started Fundamentals
Folder for adding Your account articles
Here's a quick overview of Ocerra AP automation and how it works:
Sun, 17 Jan, 2021 at 3:19 PM
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, 9 Feb, 2026 at 10:21 PM
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 ...
Mon, 9 Feb, 2026 at 10:22 PM
Overview You can invite team members to access your Ocerra account from the Settings - Users section. Once invited, the user will receive an email with a t...
Fri, 13 Mar, 2026 at 11:08 AM
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
Applies to: New and existing users of Ocerra Ocerra is a cloud-based accounts payable automation application, accessible from any modern web browser. Th...
Fri, 9 Jan, 2026 at 1:14 PM
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, 7 Oct, 2025 at 1:10 PM
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...
Mon, 9 Feb, 2026 at 10:27 PM
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
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