Knowledge base

General (3)

Ottimate (7)

• What is Ottimate?
• Get setup and start using!
• Is my data secure?

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My Account (8)

• How do I reset my password?
• How to Add or Remove a user in Ottimate
• How to Change User Roles

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Ottimate Training Tutorials (17)

• Add or Remove a User
• Creating an Invoice
• Departments

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Invoices (8)

Invoices (5)

• Uploading invoices
• Processing invoices
• Editing invoices

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Frequently Asked Questions (12)

• Is Ottimate Support notified when I flag an invoice?
• How do I check the user who uploaded an invoice?
• How do I change the Location on the Invoice?

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Uploading - Processing Invoices (13)

• How do I Upload Invoices?
• Invoice Approval
• How do I ensure my invoices were properly uploaded to Plate IQ?

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Needs Attention Invoices (16)

• Accounting - Missing Vendor Mapping
• Blank Page
• Invoice Total doesn't match Item Total

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Invoice Line Items (3)

• Why do some of my SKUs start with "PIQ"?
• Who can edit Items?
• When editing items, what's the difference between "Always map to updated item" and "Replace Item only this time"?

Flagged Invoices (5)

• Flagging Invoices
• Is the Ottimate support team notified when I flag an invoice?
• How do I resolve a flag?

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Previously Purchased Items (2)

• Why are Previously Purchased Items in the Invoice Details screen?
• Why do some of my items show Previously Purchased Items when I first open the invoice, but not the others?

Line Item Highlights (2)

• Why do only some of my invoices show "Line Item Highlights" on the invoice image?
• Ctuit Inventory Mapping

Approvals (2)

General (1)

• Role-Based Approvals

Frequently Asked Questions (10)

• What Are Approvals?
• What Type of Approvals Exist?
• Who Can Create Approval Policies?

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Items (1)

Ottimate Items Categories (6)

• Why are some items shown as uncategorized?
• What is the difference between Categories and Accounting accounts/GL codes?
• How do I update Item Categories?

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Vendors (1)

Vendors (5)

• Vendors
• Vendor Setup
• How to Merge Vendors?

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Accounting (5)

Accounting Setup (4)

• QuickBooks Online Setup
• QuickBooks Desktop Setup
• QuickBooks Desktop - Plate IQ Sync

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Vendor Mapping + GL Coding (4)

• What is Vendor Mapping?
• I can't map a vendor?
• Line Item GL Coding

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Chart of Accounts (2)

• How To Add / Edit A GL Code?
• Can I Update Or Change My Chart Of Accounts?

Exporting Invoices (5)

• I fixed my invoice but still can't export it?
• QuickBooks Online export
• QuickBooks Desktop Export

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Intacct (1)

• Setting up links and custom fields in Intacct

Enhanced Dimensions (2)

Enhanced Dimensions (8)

• What are enhanced dimensions?
• Mapping Dimensions
• Setting Up Item Mapping Rules

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Hierarchical Dimensions (6)

• What are hierarchical dimensions?
• How do hierarchical dimensions work?
• Autocoding Invoices with Hierarchical Dimensions

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Reports (4)

Legacy CSV Reports (13)

• Accrual (Legacy)
• AP Aging by Invoice (Legacy)
• AP Aging By Vendor (Legacy)

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Interactive Reports (4)

• How to Use Spend Analysis
• How to Use Hot List
• What Does Cost Impact Mean?

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Standard CSV Reports (13)

• How does Ottimate handle reporting?
• AP Aging by Vendor
• AP Aging by Invoice

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Advanced CSV Reports (8)

• Approval Policy Report
• Spend Analysis
• Spend Analysis by Location

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VendorPay (3)

VendorPay Setup (6)

• Getting Started with VendorPay
• Documents Needed for Setup
• VendorPay Setup

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Paying invoices through Ottimate (3)

• How do I Pay an Invoice on VendorPay
• Paying invoices using ACH vs Checks
• How do I Invite Vendors to Accept ACH Transfers

Frequently Asked Questions (14)

• Is There A Limit To ACH Transactions?
• Can I see when a vendor has cashed a check within Plate IQ?
• When I approve a new check run or payment, is my account debited immediately?

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Statements (1)

Statements General Questions (5)

• The statements that were uploaded don't have a location, can this be corrected?
• Statements FAQ
• Statements Email Address

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Insights (5)

General (2)

• How to sort and filter within Insights
• Insights - Best Use Case

Spend Analysis (3)

• How to drill into spend analysis
• Audit your categories with Category Review
• How to Use Spend Analysis within Insights

Hot List (2)

• How to Use Hot List within Insights
• How to drilldown into Hot List

Price Comparisons (2)

• Which Items Appear in Price Comparisons
• How to Use Price Comparisons

Contract Prices (4)

• How to create a Contract Price
• How to Use Contract Pricing
• How to bulk import contract prices?

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Spend Management (4)

Card Functions (12)

• How to Create a New Virtual Card
• How to Create a New Physical Card
• How to Activate a Corpay Physical Card

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Transaction Functions (5)

• How to Add a Memo to a Transaction
• How to Add a Receipt to a Transaction
• How to Allocate a Transaction for Accounting

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Reimbursement Functions (2)

• How to Add a Reimbursement - Single Expense
• How to Add a Reimbursement - Mileage Expense

Mobile App Functions (2)

• How to Upload a Receipt - Mobile App
• Transaction Actions - Mobile App

Self Guided Launch & Training (5)

QuickBooks Online Setup (13)

• Welcome to Plate IQ!
• Setup Checklist
• Link QuickBooks Online

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QuickBooks Desktop Setup (11)

• Welcome to Plate IQ!
• Setup Checklist
• Link QuickBooks Desktop

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Restaurant365 Setup (11)

• Welcome to Plate IQ!
• Setup Checklist
• Upload Chart of Accounts and Vendors

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Compeat Setup (11)

• Welcome to Plate IQ!
• Setup Checklist
• Upload Chart of Accounts and Vendors

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Generic Launch (11)

• Welcome to Plate IQ!
• Setup Checklist
• Upload Chart of Accounts and Vendors

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Vendor Support (1)

General (1)

• Vendor ACH Verification

Webinars (1)

Webinar Recordings (4)

• Base Product Webinar
• VendorPay Webinar
• Spend Management Webinar

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Support User Portal (4)

SUP - VendorPay (3)

• SUP - Check Run Exports
• SUP - Check Run Issues
• SUP - Missing ACH Or Check Payment

SUP - Invoice Management (6)

• SUP - Invoice Balancing
• SUP - Unable to Delete or Edit Invoices
• SUP - Invoices with Taxable Items

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SUP - Approvals (2)

• SUP - Updating Approval Policies - Approvers
• SUP - Invoice Approval Policy Flow

SUP - Invoice Upload (4)

• SUP - Invoice Upload Email
• SUP - Uploading Statements or Supporting Documents
• SUP - Uploading Duplicate Invoices

View all 4