Knowledge base

Onboarding with Ottimate (4)

Educational Resources (13)

• Training: Processing Statements in Ottimate
• Training: Processing Invoices in Ottimate
• Training: Mapping Vendors in Ottimate

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Demo Resources (3)

• Ottimate Core Platform Demo
• Ottimate VendorPay Platform Demo
• Ottimate Spend Management Platform Demo

Prospective Customer Resources (6)

• Try Ottimate Capture
• The Ottimate Onboarding Experience: Support You Can Count On
• Your Ottimate Onboarding Roadmap

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Account Setup (10)

• Setting Up Your Account: Understanding Ottimate Terminology
• Email Template: Vendor Alert
• Email Template: End User Alert

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Ottimate Partner Success (6)

Certified to Sell Program - Learn About the Product (1)

• Ottimate Feature Briefing: Card on File

Certified to Sell Program - Facilitate a Demo (13)

• Ottimate Core Platform - Micro Demo (3 mins)
• Ottimate VendorPay Platform - Micro Demo (3 mins)
• Ottimate Spend Management Platform - Micro Demo (3 mins)

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Certified to Sell Program - Access Helpful Sales Tools (9)

• Customer Testimonials & Case Studies Across Verticals
• Referral Partner Field Manual (Retail/Grocery)
• Referral Partner Field Manual (Healthcare)

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Certified to Implement Program - Educational Materials (14)

• Training: Approving Payments in Ottimate
• Resource: VendorPay Disputes - Best Practices
• Resource: Virtual Credit Card FAQ's

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Preparing a Customer for Implementation (5)

• The Ottimate Onboarding Experience: Support You Can Count On
• Your Ottimate Onboarding Roadmap
• Preparing Yourself for a Successful Onboarding

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Ottimate Account Setup (9)

• Account Setup: Positive Pay
• Resource: Standard Roles and Permissions
• Account Setup: Vendor Center and Tags

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Product Release Notes (2)

2026 Ottimate Product Updates (1)

• 2026 Ottimate Product Updates - ALL RELEASES

2025 Ottimate Product Updates (Historical) (10)

• 2025 Ottimate Product Updates - ALL RELEASES
• 4.9.25 Releases
• 5.20.25 Releases

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General (6)

Ottimate Training Tutorials (3)

• Exporting To QuickBooks Online
• Syncing QuickBooks Desktop With Ottimate
• Syncing QuickBooks Online With Ottimate

My Account (12)

• Ottimate Password Policy
• How do I reset my password?
• How to Add or Remove a User in Ottimate

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Ottimate Copilot (2)

• Ottimate Copilot: Glossary & FAQs
• Ottimate MCP: Glossary & FAQs

Background Tasks (1)

• Task Manager

Ottimate Announcements (1)

• Planned maintenance: Infrastructure upgrade (May 9–10, 2026)

Mobile App (1)

• How to Use the Ottimate Mobile App

Invoices (8)

Invoices (14)

• Manually Creating an Invoice
• Invoice Column Customization
• Saved Views

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Frequently Asked Questions (1)

• Frequently Asked Questions about Invoices

Uploading - Processing Invoices (10)

• How do I Upload Invoices?
• Single Invoice Approval
• Why is the number of invoices in the "Uploads" tab greater than the number of Invoices I uploaded?

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Needs Attention Invoices (10)

• Accounting - Missing Vendor Mapping
• Blank Page
• Missing Tax Information for Some Items

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Invoice Line Items (3)

• Why do some of my SKUs start with "PIQ"?
• When editing items, what's the difference between "Always map to updated item" and "Replace Item only this time"?
• GL Suggestions Powered By Ottimate AI

Flagged Invoices (3)

• Flagging Invoices
• How do I resolve a flag?
• QuickBooks Export Failure Flags - General

Line Item Highlights (1)

• Why do only some of my invoices show "Line Item Highlights" on the invoice image?

Item Validation (7)

• What is Item Validation?
• Credit Request Workflow
• Match Types

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Approvals (1)

General (7)

• Approval Types
• Advanced Approvals
• Role-Based Approvals

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Items (2)

Items (1)

• Items FAQ

Ottimate Items Categories (3)

• Why are some items shown as uncategorized?
• What is the difference between Categories and Accounting accounts/GL codes?
• How do I update Item Categories?

Vendors (1)

Vendors (5)

• Vendors
• Vendor History
• How to Merge Vendors?

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Accounting (4)

Vendor Mapping + GL Coding (4)

• What is Vendor Mapping?
• I can't map a vendor?
• Line Item GL Coding

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Chart of Accounts (4)

• How To Add / Edit A GL Code?
• Can I Update Or Change My Chart Of Accounts?
• CSV Uploads

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Exporting Invoices (3)

• QuickBooks Desktop Export
• Restaurant365 Integration - Solving Common Errors
• NetSuite Export Error Field Value

Intacct (1)

• Setting up links and custom fields in Intacct

Enhanced Dimensions (2)

Enhanced Dimensions (8)

• What are enhanced dimensions?
• Mapping Dimensions
• Setting Up Item Mapping Rules

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Hierarchical Dimensions (6)

• What are hierarchical dimensions?
• How do hierarchical dimensions work?
• Autocoding Invoices with Hierarchical Dimensions

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Reports (3)

Standard CSV Reports (18)

• How does Ottimate handle reporting?
• AP Aging by Vendor
• AP Aging by Invoice

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Advanced CSV Reports (8)

• Approval Policy Report
• Spend Analysis
• Spend Analysis by Location

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Dashboards (7)

• Cost Analysis Dashboard
• Cost Overages Dashboard
• Item Validation Performance Dashboard

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Payments (5)

Payments Setup (6)

• Documents Needed for Setup
• Payment Options
• FastACH Payment Option

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Paying Invoices through Ottimate (2)

• How do I Pay an Invoice on VendorPay
• How do I Invite Vendors to Accept ACH Transfers

Using Payments (16)

• Advanced Payment Approvals
• Vendor ACH Upload
• Understanding Payment Returns & Refunds

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Disbursement File (8)

• How to Upload a Disbursement File
• Disbursement File - Error Troubleshooting
• Exporting Payments from Northstar

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Frequently Asked Questions (12)

• Is There A Limit To ACH Transactions?
• Can I See When A Vendor Has Cashed A Check Within Ottimate?
• When I Approve A New Check Run Or Payment, Is My Account Debited Immediately?

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Statements (1)

General (3)

• How to Use Statements
• Statements FAQ
• Statements Email Address

Spend Management (5)

Card Functions (11)

• How to Create a New Virtual Card
• How to Create a New Physical Card
• How to Activate a Corpay Physical Card

View all 11

Transaction Functions (5)

• How to Add a Memo to a Transaction
• How to Add a Receipt to a Transaction
• How to Allocate a Transaction for Accounting

View all 5

Reimbursement Functions (3)

• How to Add a Reimbursement - Single Expense
• How to Add a Reimbursement - Mileage Expense
• How to Create and Submit an Expense Report

Mobile App Functions (2)

• How to Upload a Receipt - Mobile App
• Transaction Actions - Mobile App

Account Setup (1)

• Managing Approval Policies and Receipt Requirements

Vendor Support (1)

General (1)

• Vendor ACH Verification

Supplier Relationship Management (1)

Supplier Support (2)

• Supplier Invoice Tracker
• Supplier Invoice Tracker Settings