Helpdesk

Invoice flagging is a feature that allows your team to easily track invoice issues. To flag an invoice, simply access the HISTORY tab and click on the FLAG ...

Flagging an invoice does NOT notify the Plate IQ team.  Flagging an invoice is for internal use only. The history tab of invoices will always display ...

To resolve a flag, click on the resolve flag button located on the top-right of the page. In order to resolve a flag, it is required that you enter a reaso...

1. Vendor or Account not Found.  The Vendor or the GL being used does not match QuickBooks. Confirm Vendor Linking (More - Vendor Linking) and Item M...

The net terms you use for a vendor in Ottimate have to match in your QuickBooks. Having Different net terms in your QuickBooks might prevent the invoice...