Invoice data extraction

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 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
Tax number: ABN/GST
Overview The purpose of a Tax Number extraction in Ocerra is to help identify a supplier name for the very first time.  To ensure Ocerra extracts supplie...
Sun, 24 Oct, 2021 at 4:34 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