Flagging Invoices

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 Invoice button (option under the More dropdown also). 

An invoice could be flagged internally or to Ottimate support.

1. Internally (Ottimate does not get notified). A user could flag an invoice because the goods listed in the invoice were not delivered, or simply to request additional review. To flag simply use "@" followed by their name (they will need access to the location to review the invoice).

2. To Support. If you need assistance from Support on an Invoice, simply use "@support(Ottimate)" followed by a quick note. This will create a ticket on our end with Invoice details.