7.17.25 Releases

AP Automation

If you’re using our new interface, you’ll receive access to some exciting new tools to make your experience even better! 

Save your favorite filter, search, and column setups so that you can easily revisit them as you need. Just set up a view, click Save View, and you’ll find it in the new Saved Views dropdown on the Invoices page. You can save up to 10 views per user.

All Invoices tabs, excluding Instant Capture, now remember your scroll position so you can easily pick up right where you left off.

Reporting

Easily navigate to the Cost Analysis Dashboard via the new Quick Link in your Reporting tab. We’ve also removed the Insights module from the Ottimate dashboard to better streamline your experience.

VendorPay

To help reduce loading time on the “All Payments” tab in VendorPay, the tab will now default to displaying payments from the last 3 months. If you’d like to view older payment data, simply click “Filter” and adjust the Date → Scheduled filter to your preferred time range. This change is designed to provide a faster, smoother experience when viewing your payment activity—especially if you have a large volume of historical data.

Item Validation

Send pre-populated credit requests directly to vendors when price or quantity variances are detected. Real-time tracking ensures you can track your requests, streamlining your financial processes and improving vendor accountability.

We’ve also made it easier to find line items with discrepancies through a new action menu column that will appear on the right side of the Item Validation tab. Selecting “Go to Line Item” will navigate you directly to the corresponding line item in the Line Items tab.