Where Can I View Recently Uploaded Invoices?

Invoices uploaded to Ottimate are viewable almost immediately. To see them, click the Uploads tab on the Invoices screen: 

If you just uploaded a batch and don't see it in Uploads, wait a moment, then refresh your browser to see if it shows up.

The Upload screen displays a list of your uploads, organized by batch. A batch is an invoice or group of invoices uploaded by the same person to the same location at the same time. For example, if you scan a stack of invoices into a single file and upload it to your Main Street location, that would be a batch.

The Status column will indicate whether or not a batch has been processed.A green “Processed” indicates that all the invoices in the batch were successfully processed (which means they're now viewable in the Needs Attention, Approval, or Pending Export tabs). A yellow “In Progress” means that one or more invoices within the batch are still being processed. 

Click the invoice row to view the individual invoices within the batch:

In this batch: 

• 1 invoice was successfully processed and is ready to view. This invoice can be viewed in the Needs Attention, Your Approval, or Pending Export tabs.

• 1 invoice was marked as incomplete and moved to the Needs Attention tab for next steps. 

• 1 invoice was deleted prior to completing the upload process. 

You will also see the upload details here. It will include the upload method, a time-stamp and details on the user who initiated the upload. These details are also included in the History tab for each invoice.

To download an invoice, click the Download icon on the right:

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