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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...

Invoice workflow pop up provides detailed information about how your document was approved in Ocerra.  Please follow this step to open a workflow pop up...

Note: this example setup applies to a standard, non-customised workflow including assign employee workflow.  Part 1: Navigate to the Workflow page ...

Overview Set up a limit for a person on a transition in the approval workflow builder. To learn about workflow transitions and other approval compone...

Overview Set up an approval limit for each approver based on your organisation's processes. Based on this limit, an approver can or cannot be assigne...

Overview Workflow Conditions are designed to add mandatory attributes such as tax accounts or sub accounts on specified transitions. For example, ...

Overview Understand how to change a workflow on the invoice Ocerra offers the flexibility to change workflows for invoice approval to match your pref...

Ocerra offers auto-code features, where it allows the system to automatically move invoices from one status to another. And we recently release a new additi...

Overview When an approver is unavailable, it's essential to keep your invoice approval process moving smoothly. Ocerra allows you to change the app...

Overview:  Learn how to set up a one-level approval workflow with a built-in approver for a specific supplier and gain an understanding of how it works...