We would like to introduce several new features and enhancements this quarter. This update includes a three-way match feature for Ocerra's integration with MYOB Acumatica, new filters for quick searches, split line enhancement by quantity, and a solution to the common query about supplier tax rounding.

Three-way match for Ocerra and Acumatica

We are pleased to introduce an option to manually select MYOB's purchase receipts in Ocerra. This enhancement complements our existing automatic receipt selection, providing flexibility for businesses with more complex needs.

Key Benefits:

• Enhanced Flexibility: For businesses requiring greater control, the new feature allows manual selection of receipts, ensuring accurate matching even in complex scenarios.
• Improved Accuracy: Manual selection helps achieve precise three-way matching, especially when dealing with multiple receipts per purchase order.
  
• Better Control: Users can opt for manual matching to suit their specific processes and preferences, enhancing the overall management of purchase receipts.
  

Our default automatic receipt selection remains available, offering a streamlined approach for simpler scenarios.

For more details on how to enable and use this new feature, including handling return scenarios, please refer to our detailed support article.

This update aims to provide additional options to meet the diverse needs of our users, ensuring both efficiency and precision in the invoice matching process.

Flagging Tax Rounding on supplier's invoices

We'll be now highlighting invoices with less than 2 cents rounding discrepancies due to tax rounding on supplier invoices.

The difference of less than 2 cents is now highlighted in yellow, and the difference of over 2 cents will be highlighted as red (existing features), allowing users to address them before export.

This new colour-coding system helps manage small rounding discrepancies efficiently: green indicates all matching, yellow signifies rounding discrepancies of up to 2 cents, and red alerts for unbalanced invoices, including those with rounding discrepancies over 2 cents.

For more information, please read this support article:

How to adjust Tax Rounding in Ocerra.

New filters and search options

We've introduced several enhancements to our filtering capabilities.

• Add and Remove Filters

We have also added an option to remove or add filters in the invoices folder, providing you with the flexibility to filter the invoices according to your preferences.

• New flag for Paid / Unpaid Bills

This allows you to quickly see a list of invoices paid in your system versus unpaid without navigating to each invoice and checking the Paid Flag, e.g:

Additionally, we've added an optional column to the invoice list, enabling users to quickly see paid versus non-paid invoices at a glance.

For more information, check this article: How to Use Payments in Ocerra.

It's important to note that we import payment information from your accounting system for invoices that have been exported from Ocerra. For more details on where to find payment information in Ocerra, please refer to our support article.

• Optional quick filters for Invoices due in 7-days, 14-days and 30-days
  

The new optional quick filters for invoices due in 7 days, 14 days, and 30 days are now available by request on the Invoices list*.

By simply clicking a button, users can instantly view all invoices that are due within the selected timeframe.

*We have decided to enable this only by request at this stage. Please contact support if you would like us to enable this for you.

• Option to add more filter lines or remove filters
  

An option to add more filter lines or remove filters allows you to customise your data views more effectively. This feature enables you to apply multiple criteria to narrow down your search results or analysis, making it easier to find specific information within their invoices or other data.

By adding or removing filters, you can refine your queries, ensuring you get the most relevant data for their needs.

Splitting Lines by Quantity

In addition to our existing percentage split feature, we've introduced the ability to split invoice lines by quantity. This new functionality ensures precise allocation of costs across various departments, projects, or cost centres based on the quantity of items. By allowing for detailed and accurate distribution of expenses, this enhancement significantly improves financial tracking and reporting accuracy.

These features not only streamline the expense allocation process but also ensure that financial data is accurately captured and reported. By precisely dividing costs, businesses can achieve better budget management and clearer insights into their financial activities.

Enhancement to Ocerra PO system

We are still working on release notes and will publish an update in a sseparate update.

If you have missed it, Ocerra now has its own purchase order system that allows you to create, approve, and send POs to your suppliers. You can learn more about Ocerra POs here: Purchase Order Automation.

Keep an eye on emails from our team. If you have any questions, please log a ticket in our support portal or email our support.