Invoice data extraction

Currencies & country codes
Overview: Learn about currency detection on the invoice Currency code can be either detected from the invoice using OCR or by defaulting the country ...
Fri, 4 Oct, 2024 at 4:52 PM
Why does Ocerra extract Tax Number from the invoice?
Overview Ocerra looks for the tax number such as ABN or GST on the invoice as one of the ways to match supplier name on the invoice layout for the very fi...
Sun, 14 May, 2023 at 3:09 PM
Calculating a non-standard tax rate
Overview Learn how to process invoices with a non-standard tax rate in Ocerra.   If you have to apply a different tax rate on the invoice and re-calcula...
Mon, 25 Jan, 2021 at 4:01 PM
Net amount
Net amount or subtotal is defined on the header level from the invoice layout using AI: Calculating missing net If net amount is missing fro...
Wed, 3 Feb, 2021 at 3:05 PM
How due date and payment terms work
Overview: Learn about the due date & terms extraction on the invoice.  Configure CashOnly (Payment Due Immediately) in MYOB Advanced. In Ocerra,...
Tue, 5 Nov, 2024 at 6:24 PM
Item codes (Inventory ID)
Overview Everything you need to know about item codes in Ocerra Item codes or inventory ID is synced from your system to Ocerra. Go to your integrati...
Mon, 11 Dec, 2023 at 4:14 PM
How to use Extension Columns in Ocerra
Overview Ocerra's Extension Columns feature is a versatile tool within the General Settings that allows users to customise their invoice data entry...
Tue, 13 Feb, 2024 at 10:50 PM
How to copy financial elements
Overview: Learn how to quickly add GL accounts, tax rates, subaccounts, items and other financial elements on the line level. By default, Ocerra adds...
Sun, 13 Aug, 2023 at 9:59 PM
This document was truncated
Overview Learn how to process multiple page documents.  Ocerra shows only the first 10-pages of the imported document. If an invoice has more than 10...
Tue, 7 Sep, 2021 at 1:14 PM
Using Net, Total and Tax calculator
Ocerra has inbuilt calculator to quickly add the correct total, net and tax amounts if it is missing from the invoice. See how to calculate net amount h...
Mon, 26 Jul, 2021 at 6:19 PM