We’re excited to introduce several enhancements to Ocerra that will make your AP processes even more efficient and seamless.

Starting the year with Supplier Statement Reconciliation (in case you missed it)

Earlier this year, we introduced Supplier Statement Reconciliation in Ocerra to simplify and streamline statement processing, reducing manual work and improving accuracy.

Instead of manually checking each statement line, Ocerra automatically reconciles statements with invoices by matching dates, amounts, and references—even if the invoice number is hidden within the text. This helps prevent duplicate payments, identify missing invoices, and ensure all supplier transactions are accounted for. Key details such as statement date, amount, currency, supplier, and tax number are extracted instantly, while supporting documents are neatly organised for quick reference.

Learn how to manage statemens in Ocerra.

New Approval UI Enhancements for Better Visibility

We’ve listened to your feedback and made improvements to the approval process to enhance usability. While these changes may seem small, they add valuable clarity to invoice approvals.

Now, in the Approvers column:

• The last approver’s name is highlighted in green once they have approved the invoice.
• If the invoice is still pending approval, the approver’s name remains grey.

• Additionally, the system now displays the name of the person who changed the invoice status. You'll see labels such as "Submitted by [Name]" or "Pre-approved by [Name]" at the top left corner of the document, making it easier to track who performed each action.

• Lastly, when approving an invoice, the previous approver's comment now appears in the approval popup, providing better visibility and context within the workflow.

New: 14-Day 2FA Authentication Memory Option

We've introduced a "Remember this device for 14 days" option when logging into Ocerra with two-factor authentication (2FA) enabled. This allows users to skip re-entering the authentication code for 14 days on the same device, making login smoother without compromising security.

For added protection, this setting automatically resets on the 1st of each month, even if selected.

Why this update?

This enhancement strikes a balance between convenience and security, reducing frequent 2FA prompts while ensuring regular authentication resets to keep your account secure.

Support article: Enable two-factor authentication (2FA)

Ocerra's PO Enhancements

Did you know? Ocerra has a built-in Purchase Order (PO) system that allows you to create, approve, and email POs directly to suppliers—all within Ocerra. This streamlines the purchasing process, ensuring a smooth approval workflow and better visibility over your orders.

Payment Terms Now Available via Template

With this update, Payment Terms are now automatically pulled from the supplier card in your accounting system and applied to the PO template in Ocerra.

This ensures consistency across systems, reducing manual entry and making PO creation even more efficient.

More details can be found in this support article.

Job Filter Added to PO List

We’re continuously fine-tuning Ocerra’s PO system based on your feedback. With this update, you can now filter POs by job, making it easier to track and manage purchase orders linked to specific projects.

Invoice Export Now Supports PDF

We’ve added more flexibility to invoice exports in Ocerra! Previously, invoices could only be exported in Excel, but now you can also export them as PDF.

Why this update? The PDF export option is designed for audit and compliance purposes, ensuring a fixed, non-editable format for accurate record-keeping.

It also provides a standardised way to share invoices while preserving their formatting.

Use Excel exports for data analysis and reporting, and PDF exports when you need a structured, audit-ready version of your invoices.

Learn how this feature works.

GL Code Filter for Better Invoice Tracking

We’ve expanded our invoice list filtering options with the addition of a GL Code filter, making it easier to find and analyse invoices based on their assigned GL codes.

This new filter is available in both the list view and Smart Excel Export, giving you greater flexibility in managing financial data.

We’re always working to enhance Ocerra based on your feedback, making accounts payable automation even more efficient. If you have any questions about these updates or suggestions for future improvements, feel free to reach out.

Stay tuned for more enhancements in the coming months!