Approval workflow setup
Ocerra offers an advanced approval workflow module with every subscription plan. It is very flexible: you can customise it and have as many workflows as you...
Sun, 21 Jun, 2020 at 9:35 PM
Workflow states (previously steps, renamed to reflect this functionality more precisely): There are five state types in the approval workflow (WF). Th...
Mon, 24 Aug, 2020 at 10:15 AM
In this article, you will learn how the approval workflow works in Ocerra. You will also get familiar with the setup process and definitions. This is a grea...
Mon, 24 Aug, 2020 at 11:36 AM
Default approval workflow and statuses in Ocerra: Received –> Submitted –> Approved In this example, you can see how an invoice moves from “re...
Mon, 24 Aug, 2020 at 11:41 AM
You will have to log in to Ocerra and use Approval page to approve invoices. You can either go directly to Ocrera to check your invoices for approval or, if...
Mon, 24 Aug, 2020 at 11:46 AM
Read this if you are using Purchase Orders. Ocerra can match your invoices with PO number, quantities, and amounts. Depending on your workflow/integrat...
Sun, 14 Jun, 2020 at 11:33 PM
Overview Workflow comments and confirmation pop up explained Set up comments as required for an user to move document from one status to another Con...
Sun, 5 Sep, 2021 at 6:08 PM
Overview: The best workflow to get started with online approval process Assigning one or multiple employees to approve an invoice Assign employee 1, 2 a...
Wed, 15 Dec, 2021 at 4:23 PM
Responsive design is at Beta phase and we are in the process of enhancing it. Feel free to give it a go and help us with your feedback. Overview: How ...
Mon, 13 Dec, 2021 at 10:54 AM
Overview: Configure what approver can edit on the approval page. By default, Approval page is in a read-only format. However, you can give a permissi...
Wed, 15 Dec, 2021 at 10:12 AM