General Settings

General, Validation, Notifications, Import, Custom Fields

General
This page gives you an overview of your companies' account setup and allows to configure core functionalities in Ocerra. This article explains the Gene...
Fri, 7 Aug, 2020 at 7:22 PM
Invoice validation rules
At Ocerra, we are offering three different types of validation per invoice. Each type has either "Success" or "Fail" state. You can ...
Fri, 12 Jun, 2020 at 7:36 PM
User notifications
Overview: Learn how to schedule email notifications for approval and incoming invoices. There are two types of email notifications in Ocerra: For i...
Sun, 2 May, 2021 at 4:59 PM
Import
Please refer to the File Based Integration knowledgeable.
Sun, 19 Jul, 2020 at 10:25 PM
Custom fields
(!) This functionality is available through API only by request. Custom fields are used to add additional information when exporting invoices to your sy...
Mon, 26 Oct, 2020 at 3:54 PM
Archiving invoices
Invoices in Ocerra can be auto-archived or archived manually one by one. Auto-archive of paid and exported invoices Auto-archival works only when an...
Sun, 27 Sep, 2020 at 12:26 PM
Inter Companies (Add-on)
This functionality is available with Xero integration only. Please contact us if you are interested to add it to your integration with Ocerra. This func...
Sat, 16 Jan, 2021 at 11:26 AM
Sub-accounts (MYOB)
Overview: How Ocerra assists in automating sub-account entry Ocerra can assist you in auto-coding sub-accounts in two ways: Supplier settings You c...
Tue, 2 Mar, 2021 at 7:36 PM
Adding internal notes
Overview How to add an internal note/comment on the document Internal notes are helpful to review unpublished documents in Ocerra. You might have a r...
Mon, 7 Jun, 2021 at 8:20 PM