Getting Started Fundamentals

Folder for adding Your account articles

How to use filters on the invoice page
Overview Filter invoices by invoice status, number, name, PO match, data extraction or approver name. Where to find filters Navigate to "invoi...
Wed, 15 Dec, 2021 at 12:35 PM
Understanding Default Workflow
Overview: Understanding your default invoice workflow and how you should use it. Ocerra offers a highly configurable approval workflow, however, if y...
Mon, 5 Jul, 2021 at 2:11 PM
Header level and line level calculations
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 from your company in Ocerra
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
Enable two-factor authentication (2FA)
Overview Each user needs to set up 2FA individually in Ocerra It requires to download an authenticator application We recommend that every user enables ...
Wed, 9 Feb, 2022 at 4:01 PM
Attach other files to an invoice
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...
Wed, 9 Feb, 2022 at 3:56 PM
Telling your supplier of your new dedicated email address
When your Ocerra account setup is complete you should start asking your suppliers to email invoices to your new dedicated email address @ocerra.com Lear...
Wed, 9 Mar, 2022 at 9:21 PM
How to update and re-export exported invoice
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
How to add document notes
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
How to download an invoice from Ocerra?
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