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...
Wed, 25 Oct, 2023 at 4:19 PM
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
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
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
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
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
Overview: The best workflow to get started with online approval process Assigning one or multiple employees to approve an invoice Assign employee 1, 2, ...
Fri, 8 Mar, 2024 at 4:40 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, 23 Oct, 2023 at 11:21 AM
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...
Wed, 15 May, 2024 at 12:13 PM