Submitting invoices to Ocerra

Way to upload invoices to Ocerra

Using email address to capture invoices
Overview: In Ocerra, each company is assigned a unique email address, which serves as a dedicated inbox for capturing invoices. For example, [yourcompa...
Wed, 30 Aug, 2023 at 4:33 PM
Using direct upload to import files to Ocerra
Overview: Import files to Ocerra manually from the Invoices list. Upload and Import up to 9 individual PDFs at a time OR Upload and Import a Zip file th...
Mon, 24 Jan, 2022 at 4:21 PM
Email inbox: Ok and Error States
An email that contains a PDF attachment goes to the Invoices pages after being processed.  If it goes to the Invoices pages successfully, the status wil...
Mon, 18 Oct, 2021 at 10:52 AM
What file types can I upload to Ocerra?
Overview: Ocerra reads and extracts data from PDF files only. Excel and Word files can be emailed to Ocerra for download, audit and reference purposes. ...
Wed, 25 Oct, 2023 at 3:12 PM
Identifying invoice duplicates
Ocerra has auto-duplicate invoice detection feature. It works based on the invoice number and supplier name.  If there are two invoices with the same invoi...
Thu, 28 Jan, 2021 at 9:52 AM
Splitting one PDF file into separate documents
A supplier can email multiple invoice documents as one PDF file. Review each page first:  Use Up and Down icon arrows to view pages:  If you fin...
Wed, 25 Oct, 2023 at 3:19 PM
Processing Credit Notes
Overview:  Learn how to process credit notes in Ocerra and post it to your ERP system. On the header level, you will have to toggle the credit note “...
Fri, 24 Nov, 2023 at 6:24 PM
Sharing an invoice online within your company
Sometimes you may need to discuss or review an invoice with someone else from your company. If they have access to Ocerra, they can open and review it.   ...
Wed, 25 Oct, 2023 at 3:26 PM