We value your feedback and take every feature request into account—whether big or small. Our enhancement roadmap is continuously updated to incorporate functionalities that may seem minor but can significantly impact your accounts payable (AP) processing.

In this final update, we’ve focus on refining key features to further streamline your AP processes.

Holiday Schedule

Our team will be taking a holiday break from 20 December to 6 January.

For any urgent queries during this period, we'll be monitoring our support portal and support email address, to assit you as promptly as possible.

Data Extraction Enhancements

We have done enhancements to our data extraction engine (e.g. ABNs) and planning another round of enhacement for more complex invoice scenarios.

We have introduced a flag to highlight instances where data, such as the invoice number, has been manually adjusted in the extracted data.

This enhancement will help us monitor ongoing patterns and identify whether further refinements are necessary.

If you have a regular supplier where you want Ocerra to improve reading of some specific information, this is the right time to log a ticket with our spport team.

Acumatica: Unit of Measure (UOM)

Ocerra now importas units of measure from MYOB Acumatica, and you can now enable it from your account settings. Once enabled, the UOM selection will be available on your invoices.

Learn how to enable UOM and how it works here.

The key highlight of this product update is our enhanced data extraction feature. We fully understand the challenges and frustration that arise when there's a need for too much manual intervention when processing invoices, and we've taken your feedback to heart. Our team is dedicated to making this process more streamlined and efficient, ensuring a smoother experience for you moving forward.

Three-way match for Ocerra and Acumatica (Reminder)

In August, we introduced this feature to give you the option to manually select MYOB purchase receipts in Ocerra. This enhancement builds on our existing automatic receipt selection, offering flexibility for businesses with more complex needs.

To learn more about how Three-Way Match can benefit you and how to enable it, please refer to this product update explaining the enhancement.

Due Button on General Settings

This feature allows users to quickly filter invoices due in 7, 14, or 30 days.

With just one click, you can instantly view all invoices scheduled for payment within the selected timeframe, making it easier to stay on top of your accounts payable deadlines.

In addition, our team has added a "Leading Day Adjustment" on due date filter. The filter now automatically adds or subtracts one day to account for UTC discrepancies.

For example: If today is December 5th, selecting "Due in 30 Days" will show results starting from December 4th.

Enable the "Due Button on List" filter in General Settings.

MYOB AccountRight

Export Log Update: Enhanced Tracking for MYOB ARL Exports

Our team has upgraded the log entry feature in MYOB ARL to provide clearer tracking of exported records. This robust audit trail enhances visibility and traceability for each export, ensuring more accurate and organized record-keeping.

Moreover, we have added the reference number to the workflow to ensure that when you manually copy or upload the audit trail, it includes a reference to the bill.

Additionally, as part of the AccountRight integration updates, the job import limit from MYOB ARL has increased from 600,000, allowing for a more extensive range of job data to be imported efficiently into Ocerra.

New Feature: Tax Inclusive Flag for MYOB Professional Layout

Ocerra now supports the Tax Inclusive flag for invoices exported to MYOB ARL’s Professional layout, adding to the existing functionality in the Item layout. This enhancement resolves the rounding issue often encountered with MYOB's re-calculations, ensuring accurate totals upon import.

Ocerra Purchase Orders: Quick PO Information at a Glance

We've added a convenient feature that allows you to see key purchase order (PO) details—such as the PO creator, approver, and status—just by hovering over the PO number on an invoice. This enhancement gives you immediate access to important information without the need to open the full purchase order, helping you save time and streamline your process.

You can check out the Ocerra Purchase Order blog for more information.

Smart Excel Report Enhancements

We’ve enhanced the Smart Excel report to now include all assigned approvers, providing you with a complete view of the approval workflow at a glance. This update improves transparency and makes it easier to track each invoice’s approval process directly within the report.

In addition, we’ve introduced two new columns to the Excel report to improve data transparency and streamline reporting. The "Submitted Date" column now shows the date each invoice was submitted for approval, giving you better visibility into the approval process. Additionally, we've added a "Paid" column, allowing users to easily track the payment status of invoices directly within the exported report.

Learn how the Smart Excel Export feature works and which data are included in the exported file.

Flexible Due Date Settings Now Available

Our latest update introduces flexible options for setting invoice due dates, allowing you to align payment schedules based on your preferred criteria. You can now set due dates in the following ways:

• From Invoice – This option uses the specific due date listed on the invoice itself.
• From Invoice Terms – Uses the payment terms specified on the invoice, such as "due in 30 days" or "due on the 20th of the following month."
• From Supplier Terms – Uses the default payment terms recorded for the supplier in your accounting or financial system.
  

Check out our support article to learn more about due date and terms extraction on invoices.

What's coming up

• Statement Reconcialiation - release scheduled early next year.

• Exception report: This report would flag any changes to supplier bank details by comparing each invoice against your historical records;
• Supplier trend reporting (e.g., flagging unusual activity).
  

Additionally, we already flag price variances at the line level. If you’re interested, you can learn how to enable it here.

We're constantly working to provide a more efficient tool. Stay tuned for more feature enhancements coming in the year 2025!

You can refer to our September, October, November and December release notes for more details on the enhancements and additional information about the updates our team has implemented.

Holiday Wishes from Ocerra Team

As 2024 comes to a close, thank you for choosing Ocerra. This year, we’ve introduced new features and improvements to make AP automation even easier, including better data extraction and seamless integrations to save you time.

We’re excited about what’s coming in 2025 and look forward to bringing you even more enhancements to support your business.

Wishing you a Merry Christmas and a Happy New Year from all of us at Ocerra! Enjoy the holiday season, and here’s to a successful year ahead.