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Overview Filter invoices by invoice status, number, name, PO match, data extraction or approver name and more. How to use filters:  Navigate to the...

Overview: Every setup has a default approval workflow. The default workflow ensures that all documents withing the system have designated statuses. This a...

Overview: Understanding header level and line level calculations on the invoice and how it works. Header level calculations Header level calculation...

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...

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...

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...

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...

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...

Open the invoice in Ocerra and click on More, then click Download:  You can also download statement and download archived invoices. If you are ...

Overview Deleting unwanted invoice lines Ocerra has an internal calculator that helps you balancing header and live level calculations. When remo...