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...
Mon, 24 Aug, 2020 at 10:15 AM
Approval setup intro & definitions
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
Setting up roles for approval
In Ocerra, roles are used to define who can move invoice from one status to another.  There are five pre-defined roles in Ocerra: Employee  Clerk Ac...
Mon, 24 Aug, 2020 at 11:38 AM
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...
Mon, 24 Aug, 2020 at 11:41 AM
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 Ocrera to check your invoices for approval or, if...
Mon, 24 Aug, 2020 at 11:46 AM
Exporting invoices to your system
You can export in any status, depending on your financial system. Go to Export tab on the menu Filter “Approved” invoices and click “Apply” (or any other...
Sun, 14 Jun, 2020 at 11:09 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/integrat...
Sun, 14 Jun, 2020 at 11:33 PM
Workflow Comments
In the approval workflow, you can set up users leave a comment before moving invoice from one status to another. The technique of requesting a custom co...
Tue, 28 Jul, 2020 at 11:42 AM
Decline (state type)
This is an experimental state type. It needs more data to understand how it will be used and how it can be reflected across Ocerra, including AP dashboard. ...
Mon, 24 Aug, 2020 at 10:43 AM