Dashboards

Ocerra's default dashboard
Overview Learn about Ocerra's default dashboard Ocerra has a default dashboard designed to use along with automated approval module. It shows gen...
Thu, 11 Feb, 2021 at 7:35 PM
Building bucket list dashboard
Overview What is a bucket list dashboard and how it works. A bucket dashboard refers to a visual interface or summary view of categorized invoice lis...
Fri, 30 Jun, 2023 at 11:09 AM
Invoice list: adjusting & resetting
Overview: Quick access buttons and exceptions. Learn how to reset the invoice list. Discover how to change the number of items per page. Understanding ...
Mon, 16 Oct, 2023 at 3:22 PM
Hiding widgets on the Ocerra dashboard
Data widgets on the default dashboard can be hidden in Ocerra.  There are five widgets: Quick Stat Invoices by Month Recent Documents* Approval Not...
Mon, 22 Nov, 2021 at 2:33 PM