If you’re interested in learning more about any of the features showcased below, reach out to support at support@ottimate.com or create a ticket here!

AP Automation

Ottimate’s new PHI Redaction logging feature provides an extra layer of security for our healthcare clients. Every time an invoice containing Protected Health Information (PHI) is processed and redacted, Ottimate automatically creates a secure and permanent record. This log serves as a clear audit trail, showing exactly when the redaction was completed and by which user, ensuring accountability and peace of mind. You can also learn more in our upcoming webinar, From Reactive Accounting to Safeguarding Patient Confidentiality, on Wednesday, September 17th. 

Ottimate’s new Invoice Trust Score feature is coming to all V3 accounts on September 15th! This powerful tool helps your AP team work more efficiently by providing real-time reliability ratings for every invoice. Quickly fast-track low-risk invoices for approval while easily identifying and reviewing higher-risk ones. For added security, use the new Block Sender control to block unwanted email senders directly from the invoice or settings, ensuring a more secure and accurate process.

Ottimate has enhanced visibility into invoice history/audit trail to give customers a clearer view of their records. Now, when uploading an invoice from a desktop, users will be able to see whether supporting documents were included in the upload. This provides a more complete audit trail, making it easier to track and manage documents.

Ottimate’s update to your Approval Policies helps you build smarter workflows. We have updated the policy condition "Has unmapped items?" to "Invoice contained unmapped items." This new name more accurately reflects its function, allowing you to easily identify and route invoices that originally had missing data for extra review—even after the data has been corrected, providing clearer oversight and helping create more reliable and precise approval rules.

Ottimate’s new "Capture Only" view in Instant Capture is designed to help users create invoices faster, allowing users to quickly upload invoices without needing to assign GL accounts or departments right away.  Ottimate does the heavy lifting for you by automatically applying the correct coding to any invoice item that has been previously coded. 

Ottimate has improved net terms support for Jonas and Northstar users, so your invoices are processed with greater accuracy. Ottimate now automatically recognizes common formats like D30 (30 days from the invoice date) and F15 (fixed day of the month), ensuring reliable due dates and consistent vendor setups without interrupting your workflow.