Submitting invoices to Ocerra

Way to upload invoices to Ocerra

Using email address
When we create an account for your company, we create a unique email address, e.g. []   There are a few options of how you can u...
Sat, 14 Nov, 2020 at 10:16 AM
Using direct upload
You might want to upload invoice(s) directly to Ocerra.  Go to Invoices and click +New Invoice.  Drag and drop or upload PDF invoices to Ocerra and cl...
Sat, 14 Nov, 2020 at 10:16 AM
File formats & limitations
Native and Scanned PDFs Ocerra can process native PDF documents with text or scanned PDF documents with images only* If you receive invoices in any oth...
Thu, 9 Jul, 2020 at 1:23 PM
Identifying invoice duplicates
Ocerra has auto-duplicate invoice detection feature. It works based on the invoice number.  If there are two invoices with the same invoice number, it will...
Thu, 30 Jul, 2020 at 12:17 PM
Splitting a PDF file into separate documents
A supplier can email multiple invoice documents as one PDF file. You will see it when you open it up in Ocerra, as it will show the number of pages.  Use ...
Fri, 5 Jun, 2020 at 7:32 PM
Processing Credit Notes
In this article, you will learn how to process credit notes in Ocerra and post it to your ERP system.  On the header level (see image above), you will...
Sun, 6 Dec, 2020 at 10:40 PM