Invoice data extraction

How supplier matching works
Overview How supplier match works. Learn how to add and match supplier with invoice layout. Learn why invoice supplier is not identified even if it was ...
Wed, 27 Jan, 2021 at 2:53 PM
Rounding discrepancy
While Ocerra will extract exactly what is on the invoice, you have to keep an eye on the rounding difference. For example, if you look at this invoice s...
Sun, 27 Sep, 2020 at 7:04 PM
Working with Purchase Orders
In this article, we describe the most common purchase order scenarios you should be prepared for when processing invoices via Ocerra. #1 Purchase Order i...
Thu, 24 Dec, 2020 at 12:29 PM
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
Tax number to validate supplier matching
Overview How and why Ocerra extracts tax number Tax number is your supplier's GST or ABN number. It is not recorded by the AP or used during exp...
Mon, 25 Jan, 2021 at 8:51 AM
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