Getting Started Fundamentals

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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
How to delete invoice lines
Overview Deleting unwanted invoice lines Ocerra has an internal calculator that helps you balancing header and live level calculations. When remo...
Sun, 1 May, 2022 at 10:16 PM
Setting up automatic forwarding to Ocerra inbox
To set up automatic forwarding, please follow the instructions: Setting up automatic forwarding from Outlook. Setting up automatic forwarding from Gmai...
Mon, 10 Oct, 2022 at 6:25 PM
How to verify Tax Number on the invoice
Overview: This functionality assists in checking that the invoice is matched with the correct supplier and aligns with tax regulations. It compares the...
Thu, 7 Sep, 2023 at 8:01 PM
How to enable bank details check in Ocerra
Overview: Ocerra offers a functionality that allows cross-checking bank details extracted from the invoice against the details in your ERP system. Ho...
Wed, 18 Oct, 2023 at 3:58 PM
How to use AutoCode
Overview:  Auto-code feature allows you to code GL accounts and other coding elements on the invoices with a click of a button. It works by intelligently...
Wed, 4 Oct, 2023 at 3:57 PM
How to update billing details in Ocerra
To view your current subscription plan, billing history and to update your billing information, please log in to Ocerra subscription portal here: Import...
Tue, 9 Apr, 2024 at 11:47 AM
Understanding invoice amount colour-coding in Ocerra
In Ocerra, we employ a colour-coded system for numbers to enhance visibility and streamline your document processing.  Here's a quick guide to help ...
Tue, 28 Nov, 2023 at 1:05 PM
Compare Prices Feature
Overview: Learn how compare prices feature works. The Compare Prices feature in Ocerra enables users to easily identify discrepancies and ensure pric...
Thu, 21 Mar, 2024 at 1:10 PM
Smart Excel Export
Overview:  Learn how the Smart Excel Export feature works and which data are included in the exported file. With just a click, you can export invoice...
Mon, 8 Apr, 2024 at 2:07 PM