How do I update Item Categories?

After you upload your first invoices, Ottimate automatically categorizes your items. You can edit the categories or custom categorize in a way that best fits your business. 

To update, click on the items on the spend analysis graph to add your category.

Your uncategorized items will be listed underneath the chart. Click the Add a Category box and simply select a category from the drop-down list. The Ottimate categorization system will automatically show you the root categories.

To update a category, simply click on the “X” on the root category and type in the new one. If the item is uncategorized, or if you removed all item categories, select the Add a Category box and start typing to get a root category from the list, hit Enter. Then simply add any additional categories at the end of the string.