Ottimate Account Preferences

Modified on Thu, 29 Feb 2024 at 05:54 PM

Edit your email preferences HERE and select the Ottimate notifications you would like to receive in your inbox.


General Settings:

  • Show Vendor ID, Vendor Name, or Both in Invoice List View and Invoice Details
    • Select what value you would like to see in the dropdown list for your vendors
  • Preserve last selected Location or Group
    • When logged back into the platform, your Group or Location filter will be held from your last session
  • Automatically log me out when I am inactive for a period
    • When you are inactive for a certain period of time – the system can log out you out. This is done for security measures if needed
  • Disable the invoice item rename dialog


Email Settings


  • Receive confirmation when invoices I upload are received by Ottimate
    • An email confirmation can be sent when invoices have been uploaded to the location
  • Receive confirmation when invoices uploaded by my location are received by Ottimate 
    • You will get a confirmation of how many invoices have been uploaded and to what location
  • Receive confirmation when invoices I upload have finished processing
    • Once the batch of invoices have been processed, an email will be sent out confirming the status
  • Receive confirmation when invoices uploaded by my location have finished processing
    • An email will be sent out confirming when all the invoices uploaded with in a specific location have been processed
  • Receive confirmation when statements I upload are received by Ottimate 
    • You will get a confirmation of how many statements have been uploaded and to what location
  • Receive confirmation after I export invoices
    • Once you the invoices have exported, an email with a confirmation will be sent
  • Receive Daily Digest Of Invoices Pending My Approval
    • If the location has approval policies, an email can be sent out daily as a reminder there are pending approval invoices
  • Receive a weekly report of Insights Hotlist



VendorPay Settings:


  • Receive email confirmation when a VendorPay payment is sent

    • You will get an email that confirm the payment has been completed
  • Always group payments in VendorPay into payment batches (check runs)
    • Invoices that are paid together will show as one line with the invoices displayed within it
  • Receive email notification when a VendorPay payment requires approval
    • When a check run or payment is created and it needs to be approved, and email will be sent notifying the user of this
  • Receive daily email notification for scheduled VendorPay payments


 




We continuously add new preferences so feel free to email us at support@ottimate.com if you have any questions.


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