Ocerra Support Portal

Overview: Learn what data is extracted from the invoice document using OCR. Learn how and what data is coded for you when exporting invoice to your syste...

Note: In Ocerra, Vendor = Supplier. View a full list of terms here.  Suppliers are synced from your system to Ocerra automatically.  If you are using ...

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...

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...

Ocerra will automatically tag invoices as Paid in Ocerra if you the payment term on the supplier settings are set to "direct debit".  You can als...

Consolidated invoices contain multiple pages, summaries, and descriptions. Ocerra was designed to extract data from a tax invoice with one summary data (one...

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...

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...

Overview Ocerra automatically syncs suppliers from your accounting system. A supplier name has to be matched with the invoice layout for the first time. ...

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...