We’ve been busy over the past three months rolling out a series of thoughtful product enhancements—all designed to make your accounts payable (AP) process more efficient, transparent, and user-friendly.

This update includes major improvements to invoice forwarding and uploading, as well as significant updates to Ocerra’s Purchase Order functionality.

Here’s a quick look at what’s new and how these enhancements can help you get even more out of Ocerra.

New Alert System for Failed Invoice Processing

Ocerra now provides a clear notification alert at the top of the screen to inform you when some invoices have failed to process—for example, “Some invoices failed to process (e.g., 1 failed).”

In addition, a badge counter has been added next to the Inbox, displaying the number of failed invoices at a glance. This enhancement ensures faster visibility and allows you to address any issues promptly and efficiently.

If an email attachment fails to appear on the Invoices page, an Error State message will be displayed. This typically indicates that the file is too large or that Ocerra is unable to determine the appropriate workflow for the invoice.

For more details, refer to our support article: Email Inbox: OK and Error States.

Have more questions? Visit this Enhancement FAQs for additional guidance.

New & Improved Inbox Filters

We’ve added a new filter in the Inbox to help you quickly identify invoices with or without attachments. You can now filter by Attachment: Yes / No for more efficient document management.

Ocerra Purchase Order Enhancements

Another update we're excited to share is a new set of enhancements aimed at streamlining PO email communication, improving purchase order workflows, and making document navigation easier for you.

• Smarter Email Handling

All outgoing emails from Ocerra now use noreply@ocerra.com as the sender, with the actual user’s email address listed as the "Reply To." This improvement eliminates the need for sender verification, making it easier and faster to send purchase orders  directly from the Ocerra.

• Improved Purchase Order Creation

To prevent placeholder or test POs from consuming actual PO numbers, Ocerra now generates a PO number only after clicking "Save." This change helps maintain a cleaner, more reliable PO sequence.

• Line Item Memory for POs

Ocerra now remembers previous line item details—such as quantities and amounts by GL or Item Code—for each supplier. These will be automatically suggested during future PO creation, saving time and improving accuracy.

• Easier PO-Invoice Linking

You can now navigate more easily between documents with a direct link to the associated Purchase Order shown within the Invoice view simplifying cross-referencing and approval workflows.

• Payment Terms Enablement

Payment Terms from the Supplier can now be enabled directly via the template.

✅ PO Approval Enhancements

• You can now amend or cancel a Purchase Order even after it has been approved, offering more flexibility when changes are needed post-approval. This is done via the workflow editor - please contact support to enable this for you.
• We’re also working on a new addition: displaying the PO Outstanding Amount in the PO list to give you a clearer view of what’s still open for invoicing.

Archive Folder Enhancements

We’ve added two new fields to the Archive list: “Archive Date” and “Archived By.” These updates make it easier to track when a document was archived and by whom, providing greater transparency and auditability.

Benefit: Improve internal accountability and quickly resolve any questions about archived documents.

📄 Extended Data Extraction: Now up to 20 Pages

Ocerra now supports data extraction for up to 20 pages per invoice — double the previous limit. This is especially helpful for utility bills, freight invoices, or detailed statements that span multiple pages.

For invoices exceeding 20 pages, the built-in PDF Viewer remains available for manual checks and validations.

Capture more data automatically without missing key information buried deeper in large invoices.

🔍 New Filter: Easily Spot Duplicate Invoices

Stay in control of your AP process, reduce the risk of double payments, and streamline exception handling. A new “Duplicate = Yes/No” filter is now available on the Invoice List. This makes it quicker to identify and action any duplicate invoices that may have been submitted.

At Ocerra, we continuously refine and enhance our platform based on your valuable feedback to make accounts payable automation smarter and more efficient. If you have any questions about these latest updates or would like to share suggestions for future improvements, we’d love to hear from you.

If you missed our previous update, you can check it out here.

Stay tuned, more exciting enhancements are on the way in the coming months!