Submitting invoices to Ocerra

Way to upload invoices to Ocerra

Using email address to capture invoices
When we create an account for your company, we create a unique email address, e.g. [yourcompanyname@ocerra.com] - and you can customize the username.  T...
Mon, 18 Jan, 2021 at 11:45 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
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?
Ocerra can process and extract data only from PDF files. Documents in other formats needs to be saved/scanned to PDF and emailed to your Ocerra inbox or upl...
Thu, 7 Oct, 2021 at 9:20 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:&...
Wed, 28 Jul, 2021 at 10:03 AM
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
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, 20 Jan, 2021 at 5:07 PM