Knowledge base

Onboarding with Ottimate (4)

Educational Resources (7)

• 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

Prospect Resources (4)

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

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Account Setup (7)

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

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Product Release Notes (1)

2025 Ottimate Product Updates (6)

• 2025 Ottimate Product Updates - ALL RELEASES
• 8.12.25 Releases
• 7.17.25 Releases

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General (2)

Ottimate Training Tutorials (3)

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

My Account (9)

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

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Invoices (8)

Invoices (8)

• Why do some of my invoices show the GL dropdown while others don't?
• Enhanced Invoice Searches
• Invoice Column Customization

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Frequently Asked Questions (8)

• How do I change the Location on the Invoice?
• How do I get the Invoice Link?
• How can I Verify an Invoice?

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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 (4)

• Why do some of my SKUs start with "PIQ"?
• Who can edit Items?
• When editing items, what's the difference between "Always map to updated item" and "Replace Item only this time"?

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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 (3)

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

Approvals (2)

General (2)

• Role-Based Approvals
• Full Approval Chain Insight

Frequently Asked Questions (3)

• What Type of Approvals Exist?
• How do Advanced Approvals Work?
• How do I create a Stand-in Approver?

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 (4)

• Vendors
• Vendor History
• How to Merge Vendors?

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Accounting (5)

Accounting Setup (4)

• QuickBooks Online Setup
• QuickBooks Desktop Setup
• QuickBooks Desktop - Ottimate Sync

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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 (5)

• I fixed my invoice but still can't export it?
• QuickBooks Online export
• QuickBooks Desktop Export

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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 (14)

• 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 (1)

• Cost Analysis Dashboard

VendorPay (4)

VendorPay Setup (5)

• Getting Started with VendorPay
• Documents Needed for Setup
• VendorPay Setup

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Paying invoices through Ottimate (3)

• How do I Pay an Invoice on VendorPay
• Paying invoices using ACH vs Checks
• How do I Invite Vendors to Accept ACH Transfers

Frequently Asked Questions (13)

• 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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Using VendorPay (4)

• How to Upload a Disbursement File
• Disbursement File - Error Troubleshooting
• Advanced Payment Approvals

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Statements (1)

General (3)

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

Spend Management (4)

Card Functions (12)

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

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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

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Reimbursement Functions (2)

• How to Add a Reimbursement - Single Expense
• How to Add a Reimbursement - Mileage Expense

Mobile App Functions (2)

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

Self Guided Launch & Training (5)

QuickBooks Online Setup (13)

• Welcome to Ottimate!
• Setup Checklist
• Link QuickBooks Online

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QuickBooks Desktop Setup (11)

• Welcome to Ottimate!
• Setup Checklist
• Link QuickBooks Desktop

View all 11

Restaurant365 Setup (11)

• Welcome to Ottimate!
• Setup Checklist
• Upload Chart of Accounts and Vendors

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Compeat Setup (11)

• Welcome to Ottimate!
• Setup Checklist
• Upload Chart of Accounts and Vendors

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Generic Launch (11)

• Welcome to Ottimate!
• Setup Checklist
• Upload Chart of Accounts and Vendors

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Vendor Support (1)

General (1)

• Vendor ACH Verification