Support Portal

Overview: Learn how to set up invoice priority levels. Ocerra allows you to set up priority for invoice processing to ensure that invoices are handle...

Overview:  Select and download multiple documents from the Invoice list. Make changes on the invoice list page and add an option to select documents....

Overview:  You can copy your existing workflow to create a new one identical to the existing one. When to use this functionality: Template Creati...

Overview: Learn how to deactivate inactive item codes in Ocerra. Our team has added a new screen specifically designed for managing the IsActive flag...

Overview: Learn how this feature streamlines your invoice management process by automatically archiving invoices that have been paid and exported.  ...

Ocerra now displays a notification alert at the top of the screen stating, "Some invoices failed to process (e.g., 1 failed)." Along with this, a ...

The PDF Window allows you to efficiently review and interact with invoice PDFs. Efficient Extraction: Ocerra extracts data from the first 20 pages of ...

Overview: Statement Auto-Classification is a new feature in Ocerra that automatically sorts incoming documents into either the Invoices or Statements fo...

Ocerra now supports Single Sign-On (SSO) with Microsoft 365, so your team can access Ocerra using their existing Microsoft accounts without managing additio...

In Ocerra, you can set the number of digits allowed after the decimal point for quantities. This setting ensures consistency and accuracy when processing in...