Getting Started Fundamentals
Folder for adding Your account articles
Overview Filter invoices by invoice status, number, name, PO match, data extraction or approver name and more. How to use filters: Navigate to the...
Wed, 19 Mar, 2025 at 11:43 AM
Overview: Every setup has a default approval workflow. The default workflow ensures that all documents withing the system have designated statuses. This a...
Wed, 10 Apr, 2024 at 12:52 PM
Overview: Understanding header level and line level calculations on the invoice and how it works. Header level calculations Header level calculation...
Thu, 22 Jul, 2021 at 11:37 AM
Deactivating a user will remove their access to Ocerra. If you manage multiple companies, please ensure to deactivate user from each company if they had acc...
Wed, 17 Nov, 2021 at 4:34 PM
Overview Each user needs to set up 2FA individually in Ocerra It requires to download an authenticator application We recommend that every user enables ...
Sun, 9 Feb, 2025 at 7:07 PM
Overview Attach other files to an invoice in Ocerra. View or download other files from the email. Export other files to your system* Ocerra shows E...
Tue, 3 Oct, 2023 at 12:43 PM
Either you are providing a new Ocerra inbox address to your suppliers or setting up an auto-forward from your existing payables inbox, it’s important to cle...
Tue, 7 May, 2024 at 11:27 AM
Overview An exported invoice can be edited in Ocerra and re-exported to your system with the updated information. An existing document exported from Ocer...
Thu, 21 Apr, 2022 at 6:35 PM
Overview: Add an internal note/message on the header level of the document. Navigate to Settings - General - Custom Fields Add tab Name, e.g. Documen...
Sun, 1 May, 2022 at 7:06 PM
Open the invoice in Ocerra and click on More, then click Download: You can also download statement and download archived invoices. If you are ...
Sun, 1 May, 2022 at 9:47 PM