Getting Started Fundamentals
Folder for adding Your account articles
Tax rounding discrepancies are a common issue in accounting. Suppliers may issue invoices where their system rounds the tax differently from your system. ...
Tue, 6 Aug, 2024 at 11:45 AM
The Accounts control parameter allows you to manage account codes directly from your invoice data extraction page. When enabled, an Account column is ...
Fri, 26 Sep, 2025 at 10:11 PM
The Tax Codes control parameter allows you to manage tax coding directly from your invoice data extraction page. When enabled, a Tax column is added t...
Fri, 26 Sep, 2025 at 10:09 PM
The Add Supplier control parameter allows you to create new suppliers directly from Ocerra (currently available for Xero only). Create Suppliers: When ...
Fri, 26 Sep, 2025 at 10:16 PM
The Can Edit on Approval control parameter allows approvers to make changes to invoices directly during the approval process. Default Behavior: The appro...
Fri, 26 Sep, 2025 at 10:20 PM
Ocerra offers optional quick filters that make it easy to track upcoming invoice due dates. Available Filters: Quickly filter invoices due in 7 days, ...
Thu, 25 Sep, 2025 at 10:05 PM