Invoice data extraction

What data is extracted by Ocerra?
Overview: Learn what data is extracted from the invoice document using intelligent OCR. Data extraction example in Ocerra including Purchase Order li...
Fri, 15 Mar, 2024 at 9:04 PM
Vendor/Supplier list settings
Note: Vendor = Supplier. In this article: how new suppliers are created, edited and deactivated. Overview Suppliers and updated supplier informat...
Mon, 3 Jul, 2023 at 9:31 AM
How tax rates work on the invoice
Overview Everything you need to know about tax rate in Ocerra with examples.  Using default tax rate, annotating rate value, using different rates on dif...
Sat, 23 Jan, 2021 at 7:25 PM
Account Codes
Overview:  Learn how to work with Account Codes in Ocerra and how it can be automated. Ocerra syncs Accounts from your system automatically, please n...
Tue, 29 Jun, 2021 at 10:08 AM
Consolidated invoices
Consolidated invoices contain multiple pages, summaries, and descriptions. Ocerra was designed to extract data from a tax invoice with one summary data (one...
Mon, 5 Oct, 2020 at 12:15 PM
Invoice exceptions
Overview: Invoice exceptions mean that some manual intervention is required before an invoice can be posted to your system. Learn how to quickly adjust th...
Thu, 3 Oct, 2024 at 3:03 PM
Manually entering data
Ocerra allows to edit any data on the invoice processing screen. There are a few ways you can do it: Option 1: Click on the field that you want to e...
Sun, 29 Aug, 2021 at 6:05 PM
How to add a supplier name to the invoice
Overview Ocerra automatically syncs suppliers from your accounting system. A supplier name has to be matched with the invoice layout for the first time. ...
Thu, 9 Nov, 2023 at 3:12 PM
Rounding discrepancy
Overview: Understanding rounding discrepancy in Ocerra and how it works when exporting bills to your system. Ocerra helps you to view if there is a r...
Tue, 29 Jun, 2021 at 8:54 PM
Getting started with Purchase Order matching
Overview: Learn how to match Purchase Order with invoice and how to treat an invoice if it doesn't match with your order. Note: Purchase Order cr...
Fri, 23 Jul, 2021 at 7:55 AM