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

To set up automatic forwarding, please follow the instructions: Setting up automatic forwarding from Outlook. Setting up automatic forwarding from Gmai...

Overview: This functionality assists in checking that the invoice is matched with the correct supplier and aligns with tax regulations. It compares the...

Overview: Ocerra offers a functionality that allows cross-checking bank details extracted from the invoice against the details in your ERP system. Ho...

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...

To view your current subscription plan, billing history and to update your billing information, please log in to Ocerra subscription portal here: Import...

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 ...

Overview: Learn how compare prices feature works. The Compare Prices feature in Ocerra enables users to easily identify discrepancies and ensure pric...

Default workflow statuses Each document will have two default workflow buttons: Submit and Approve, and includes the following statuses:  Received, ...

Learn more about how to configure this filed here.Ocerra imports payment information such as supplier name, invoice number, total amount from your connected...