Getting Started Fundamentals

Folder for adding Your account articles

Email Delivery Requirements
Ocerra uses industry-standard email security measures to protect its email infrastructure, including: SPF (Sender Policy Framework) DKIM (DomainKeys I...
Thu, 10 Sep, 2026 at 12:20 AM
How “Approved By” Filter Works
What this filter does Use Approved By to view invoices that have already been final approved by specific users. How it’s different from “Approver” ...
Thu, 16 Apr, 2026 at 1:14 PM
How to use invoice columns
Invoice columns help you customise the Invoices List so you can quickly view the information most relevant to your workflow. You can show, hide, and reo...
Thu, 21 May, 2026 at 3:26 PM
Add Ocerra to your mobile Home Screen
Ocerra is mobile-friendly and can be added to your phone’s Home Screen for quick access, similar to an app. This is particularly useful for users ...
Fri, 4 Sep, 2026 at 2:11 PM
Supplier Change Tracking and Warnings
Overview When a supplier is changed, the change is recorded in the Audit Log, allowing you to see who made the change and which supplier was originally as...
Fri, 18 Sep, 2026 at 3:13 PM
Invoice Document Rotation and PDF View
Ocerra automatically detects the orientation of scanned invoices and rotates them during processing where possible. Occasionally, the orientation of a d...
Sat, 26 Sep, 2026 at 2:24 PM
Displayed Total on the Invoice List
The Displayed total at the bottom of the Invoice List shows the gross value of the active invoices currently visible on that page. It is most useful when fi...
Sat, 26 Sep, 2026 at 3:47 PM