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Overview Learn about the General settings page and its control parameters. This page in Ocerra keeps general information about your company as well a...

At Ocerra, we are offering three different types of validation per invoice. Each type has either "Success" or "Fail" state. You can ...

Overview: Learn how to schedule email notifications for approval and incoming invoices. There are two types of email notifications in Ocerra: For i...

Please refer to the File Based Integration knowledgeable.

(!) This functionality is available through API only by request. Overview: Custom fields are used to add additional information when exporting invoice...

Overview: Everything you need to know about archiving documents from the Invoices List. We recommend bulk archiving documents regularly, so your Invo...

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...

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...

Overview How to add an internal note/comment on the document Internal notes are helpful to review unpublished documents in Ocerra.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...

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...