Supplier Statements

Manage and reconcile supplier statements in Ocerra. Learn how to upload or email statements, reconcile them with invoices, add notes, download copies, and share with your team.

Supplier Statement Reconciliation in Ocerra
Overview: Ocerra offers supplier statement reconciliation to streamline the process of matching supplier statements with invoices in your Invoices list...
Thu, 28 Aug, 2025 at 9:02 PM
Adding Statements to Ocerra
You can add supplier statements to Ocerra in several ways: by emailing them directly, uploading them from the Statements folder, or converting them from an ...
Thu, 28 Aug, 2025 at 8:28 PM
Reconciling Statements with Invoices
Ocerra can automatically pair supplier statement lines with invoices in your Invoices list. This reduces manual reconciliation and ensures better accuracy i...
Thu, 28 Aug, 2025 at 8:27 PM
Editing and Adding Notes to Statements
You can edit statement details and add notes in Ocerra to provide extra context for your team. Notes make it easy to track comments, clarifications, or remi...
Thu, 28 Aug, 2025 at 8:42 PM
Sharing Statements
You can share supplier statements with your team in Ocerra, but note the current limitations of the Share Link button. Current Status The Share Link ...
Thu, 28 Aug, 2025 at 8:41 PM
Downloading Statements from Ocerra
You can download supplier statements individually or in bulk from Ocerra. This is useful for record keeping, audits, or sharing outside of the system.  ...
Thu, 28 Aug, 2025 at 8:42 PM
How to Train Statements in Ocerra
Overview: Training statements follow the same process as invoice table annotation training. How to Train Statements in Ocerra Since statements...
Fri, 17 Jan, 2025 at 7:30 PM
How to manage statements in Ocerra
Overview: Ocerra now offers statement management and reconciliation functionality, designed to streamline the process of matching statements with invoices...
Fri, 20 Jun, 2025 at 4:27 PM