How do I Upload Invoices?

Ottimate allows you to upload invoices in PDF and JPG formats. Ottimate then processes these invoices, turning them into a digital format that can be manipulated by the system.

The most common way users upload invoices is by scanning them, turning them into PDF files that can be uploaded to Ottimate through the dashboard or via email. For information on best practices when managing invoices, click here.

Invoices processing takes up to 24 hours.

In this article:

• Dragging and dropping invoices
• Browsing your computer for invoices
• Emailing invoices

Dragging and dropping invoices

1. Scan a batch of invoices and save the file to your computer. If they'll be uploaded to the same restaurant, multiple invoices and pages can be scanned into one PDF file. Ottimate will automatically organize the file for you.
2. Locate the file that contains your scanned invoices.
3. Log into your Ottimate dashboard: https://dashboard.plateiq.com/#/.
4. Click on Upload Invoices.
5. Select the restaurant you want to upload invoices to. If you have multiple restaurants, take care to select the correct restaurant before uploading.

6. Drag and drop your PDF file or click inside the box to select the file from your computer. 

7. Wait for the files to complete uploading. When all green bars reach 100% you may close the window.

8. While processing, uploaded invoices will appear in the Uploads tab on the Invoices page.

Emailing invoices

All locations have a unique Ottimate invoice email address that allows you to email invoices directly to their account for processing. 

1. Locate your location's Ottimate invoice email address.
2. Log into your Ottimate dashboard: https://dashboard.plateiq.com/#/.
3. Click on "Upload Invoices."

4. Copy the invoice email address that appears at the bottom of the upload box.

5. Forward or attach PDF or JPG invoices to your location's Ottimate invoice email address. To make the process even more convenient, use auto-forwarding to automatically send a copy of invoices to your Ottimate invoice address (click to find instructions for Gmail, Office 365, and Outlook). Note: The size limit for email attachments is about 15 MB.

6. Once the invoices have been received, they will appear in the Uploads tab on the Invoices screen.

7. You can set your user preferences to receive an email confirmation when Ottimate receives emailed invoices.

Related articles:

Processing Invoices + Digitization Time

Best Practices for Managing Invoices

Duplicates, Handwritten Invoices, Blurred Images

Where Can I View Recently Uploaded Invoices?