When you upload a new invoice into your Ottimate dashboard, you will be required to set up the new vendor by adding the vendor's accounting names listed in your accounting software. This will ensure your exports are routed to the appropriate vendor. The invoices from the unlinked vendor will be placed in the Needs Attention tab.
Vendor Setup
Invoices that need Vendor setup will read "Vendor Setup Required" and automatically sit in the Needs Attention queue.
Click on “Vendor Setup”:
From the following pop-up, simply enter the fields as listed in your Accounting Software.
Accounting Vendor ID: Vendor's Billing name in your Accounting Software
Export Workflow: If coded to a single GL, this can be set as default. If it's split between multiple accounts, the vendor would need to be set up to assign GLs by items.
As for the Tags and Automations below, you can hover over them for better details on each.
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