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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...

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 Each user needs to set up 2FA individually in Ocerra It requires to download an authenticator application We recommend that every user enables ...

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...

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...

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...