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 ...
Thu, 13 Jan, 2022 at 10:33 AM