At Ocerra, we continually listen to your feedback and questions to help you get the most out of our system. We’ve noticed that some useful features we’ve released in the past may not be fully explored, yet they can greatly enhance the efficiency of your processes.
To help you get more value from Ocerra, we’ve created a guide on features that can add value or make your AP process even smoother and more accurate.
Ocerra Purchase Orders
Easily manage and track your purchase orders within Ocerra. Ocerra facilitates the PO approval process, guiding it from draft to final approval. Once approved, the system generates a PDF for easy submission to your supplier directly via email from Ocerra.
This feature helps you keep control of your purchases and removes the need for manual data entry. Best of all, it’s free for all our existing customers!
Learn more about Ocerra POs here.
Autocode
Autocode simplifies coding by automatically filling in GL accounts and tax fields. This feature is an intelligent feature to streamline your invoice coding process. For this to work best, make sure the supplier card fields for GL account and tax are left blank—Ocerra will handle the rest, saving you time and eliminates the manual data entry.
Please take note, it will auto-fill the blank fields only, so if you have GL accounts and tax codes defaulting from your supplier settings, it will keep them as it is.
To learn more about how it works and how to use this feature, please read the support article.
Smart Excel
Conveniently located within the invoices list, with just a click, you can export invoice data into Excel, tailored to your filter preferences, simplifying data analysis and reporting. This feature is designed to swiftly extract key data.
Learn how the Smart Excel Export feature works and which data are included in the exported file.
Bank Details Validation
Our bank details validation feature helps ensure the accuracy of supplier account information, reducing the chance of payment errors or fraud. This functionality cross-check bank details extracted from the invoice against the details in your ERP system. It’s a simple way to add extra security to your AP process.
Learn how bank extraction and validation works here.
Custom Columns & Due Filters
You can label invoices with internal information, like whether they’ve been paid or who approved them, to make your workflow more efficient. Ocerra’s custom columns allow you to display key details that fit your needs. We’ve also added due filters, available by request, to help you track invoices more easily.
Here's the recently posted product updated including the enhancements in filters.
These features are designed to improve your experience and help you get even more out of Ocerra.
In addition to these features, we introduced a video library a few months ago, containing tutorials and training on how to use the system, such as teaching the system to pick up values from invoices. These videos are helpful if you're looking for easy-to-follow guides.
If you’d like to learn more, feel free to explore our support articles or get in touch with us.
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