General Settings

General, Validation, Notifications, Import, Custom Fields

General Settings
Overview Learn about the General settings page and its control parameters. This page in Ocerra keeps general information about your company as well a...
Thu, 26 Oct, 2023 at 6:00 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 ...
Thu, 26 Oct, 2023 at 6:02 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...
Thu, 26 Oct, 2023 at 6:05 PM
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. Overview: Custom fields are used to add additional information when exporting invoice...
Wed, 4 Oct, 2023 at 3:33 PM
Archiving documents
Overview: Everything you need to know about archiving documents from the Invoices List. We recommend bulk archiving documents regularly, so your Invo...
Tue, 9 Apr, 2024 at 6:15 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...
Thu, 26 Oct, 2023 at 6:24 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Overview How to add an internal note/comment on the document Internal notes are helpful to review unpublished documents in Ocerra.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...
Thu, 26 Oct, 2023 at 6:58 PM
Export workflow log to your system
Overview: If you are using invoice approval in Ocerra, you may want the workflow log to be exported to your system. A workflow log contains information a...
Mon, 19 Jun, 2023 at 10:50 AM