AP Automation

If you’re using our new interface, here are some features to help you work faster and more efficiently. You can now accept all of the AI's suggested general ledger (GL) codes on an invoice with a single click, with the option to save that rule for future use. We've also simplified the process for saving your own mapping rules by moving the options into a convenient dropdown menu.

Ottimate now recognizes the difference between invoices with and without a purchase order (PO), so the GL account is only required for non-PO invoices which saves time & keeps data accurate. 

For Enhanced Dimensions users, we’ve added a new validation check that automatically verifies account splits imported from a CSV file to improve performance.

Spend Management

If you’re using our Spend Management module, we’ve made it simpler & easier to dispute fraudulent/unauthorized charges and get a new card automatically with our streamlined process.