Invoice data extraction

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 c...
Fri, 23 Jul, 2021 at 7:55 AM
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 ...
Wed, 3 Feb, 2021 at 2:52 PM
Why does Ocerra extract Tax Number from the invoice?
Overview Ocerra looks for the tax number (ABN/GST) on the invoice as one of the ways to match supplier name on the invoice layout for the very first time....
Wed, 20 Apr, 2022 at 9:28 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
Due date & terms
Overview: Learn about the due date & terms extraction on the invoice Ocerra can extract both due date and terms on the invoice. "Due dat...
Wed, 3 Feb, 2021 at 3:59 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...
Fri, 5 Feb, 2021 at 7:31 PM
Extension Columns
Overview Learn what you can do with extension columns. How to configure extension columns in Ocerra.   With extension columns or user-defined columns,...
Sat, 27 Mar, 2021 at 12:37 PM
Copy accounts and tax codes on the line level
Overview: Learn how to quickly update accounts, tax codes and projects (jobs) on the line level.  By default, Ocerra auto-fills Accounts and Tax Code...
Thu, 3 Jun, 2021 at 10:26 AM
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