OCERRA EXPENSE CLAIMS

Expense User Guide

Submit your expenses from any device and get reimbursed faster.

Upload

receipts & invoices

Submit

for approval

Track

claim status

Simpler expense management for your team.

Expense claim

$428.50

Sample Employee

Ready for review

Receipt

Captured

Approval

1-level

Category

Travel

Updated September, 2026

System Overview

Ocerra Expenses makes it easy to submit business expenses you’ve paid for and need to be reimbursed for.

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• Upload your receipt or invoice from any device.
• Ocerra automatically captures the key details to speed up the process.
• Review the information if needed, then submit your expense for approval.

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Access the system

Go to: app.ocerra.com

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You may already have access to approve invoices, if not ask your admin to send you an invite.

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Click Expenses and Upload files via New Expense button

If you don’t see the Expenses module in your account, please contact your admin to request access.

Create an Expense Claim

Upload Receipts:

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Desktop: Browse and select files from your computer.

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Mobile: Take a photo, select from your library/device, or upload from Google Drive.

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Create an Expense Claim

Drag and drop one or multiple receipts/invoices into the upload area for a single expense claim.

Expense Data Capture

Once your files are uploaded, Ocerra automatically extracts the details from each document and summarises them into line items.

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Create an Expense Claim

If you upload one document, you'll see one line.

If you upload two documents, you'll see two lines, and so on.

Submit an Expense Claim

Once Ocerra extracts the data you can edit it, add information or delete items. Once happy, submit for approval.

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Submit an Expense Claim

Click Submit or Assign an Approver (depending on your organisation's workflow).

Have a question or need help?

Check our support articles.

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Submit a ticket via our support portal or send a support request to support@ocerra.freshdesk.com

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