What is Vendor Mapping?

What is Vendor Setup?

Vendor setup refers to the process by which you tell Ottimate the Billing Name for your vendors within your Accounting Software.

Why do I need to setup my Vendors?

By setting up the vendors and adding the Billing Name, as it exists in your accounting software, your invoices can be exported and import as bills within your accounting software in the proper vendor account.

Isn't the Billing Name the same as the Vendor Name on the invoice?

It might be! Every location has a different set-up. Some locations use codes for their vendors' Billing Names (ie. V112). Others use a shortened version of the vendor name (ie. Birite Foodservices LLC becomes Birite).

No matter your unique billing name configuration, it is important that the billing name for your vendor is identical in Ottimate as it is in your Accounting Software when you setup your vendors, so the invoice will properly import into the correct account in your Accounting Software.

What if I input the wrong Billing Name when I am mapping my vendors?

Your invoices will not import into your Accounting Software properly if the Billing Name is incorrect. The vendor's setup would need to be updated. This can be done by going to Vendors - Details - Vendor Details - Accounting Vendor ID.