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
Invoices List Overview
The Invoice List is your central hub for managing all invoices in Ocerra. It provides a clear view of invoice details, allows you to filter and sort invoice...
Thu, 14 May, 2026 at 12:56 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