Approval workflow setup

Module overview
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
Workflow states (previously steps, renamed to reflect this functionality more precisely): There are five state types in the approval workflow (WF). Th...
Wed, 25 Oct, 2023 at 4:19 PM
Approval setup intro and definitions
Overview: Learn how the approval workflow works in Ocerra.  Get familiar with the setup process and definitions.  How does Ocerra workflow work? ...
Mon, 16 Oct, 2023 at 4:10 PM
Understating approval statuses
Default approval workflow and statuses in Ocerra: Received –> Submitted –> Approved In this example, you can see how an invoice moves from “re...
Wed, 25 Oct, 2023 at 5:26 PM
Approving invoices (Approval Page)
You will have to log in to Ocerra and use Approval page to approve invoices. You can either go directly to Ocerra to check your invoices for approval or, if...
Thu, 26 Oct, 2023 at 5:59 PM
Purchase Order Auto-Approval
Read this if you are using Purchase Orders. Ocerra can match your invoices with PO number, quantities, and amounts. Depending on your workflow/integrati...
Mon, 23 Oct, 2023 at 11:35 AM
Workflow Comments
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...
Wed, 25 Oct, 2023 at 5:33 PM
Assign an approver on the invoice
Overview: The best workflow to get started with online approval process Assigning one or multiple employees to approve an invoice Assign employee 1, 2, ...
Mon, 16 Oct, 2023 at 7:03 PM
Approving invoices via mobile device (Beta Phase)
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, 23 Oct, 2023 at 11:21 AM
Using Ocerra via mobile devices
Ocerra does not have a dedicated mobile application, but you can access it via a mobile device. Mobile access is primarily designed for approvers, typic...
Mon, 23 Oct, 2023 at 11:18 AM