Ottimate User Preferences

User settings are managed at the individual user level.  For accounts with custom roles, Administrators can block roles from being able to "Manage User Settings" to disallow changes from the default.  

General Settings:

• Show Vendor ID, Vendor Name, or Both in Invoice List View and Invoice Details
  • Select what value you would like to see in the dropdown list for your vendors
• Preserve last selected Location or Group
  • When logged back into the platform, your Group or Location filter will be held from your last session
• Automatically log me out when I am inactive for a period
  • When you are inactive for a certain period of time – the system can log out you out. This is done for security purposes.

• Disable the invoice item rename dialog

Email Settings

• Receive confirmation when invoices I upload are received by Ottimate
  • An email confirmation can be sent when invoices have been uploaded to the location
• Receive confirmation when invoices uploaded by my location are received by Ottimate 
  • You will get a confirmation of how many invoices have been uploaded and to what location
• Receive confirmation when invoices I upload have finished processing
  • Once the batch of invoices have been processed, an email will be sent out confirming the status
• Receive confirmation when invoices uploaded by my location have finished processing
  • An email will be sent out confirming when all the invoices uploaded with in a specific location have been processed
• Receive confirmation when statements I upload are received by Ottimate 
  • You will get a confirmation of how many statements have been uploaded and to what location
• Receive confirmation after I export invoices
  • Once the invoices have exported, an email with a confirmation will be sent
• Receive Daily Digest Of Invoices Pending My Approval
  • If the location has approval policies, an email can be sent out daily as a reminder that there are pending approval invoices

VendorPay Settings:

• Receive email confirmation when a VendorPay payment is sent

  • You will get an email that confirms the payment has been completed
• Always group payments in VendorPay into payment batches (check runs)
  • Invoices that are paid together will show as one line, with the invoices displayed within it
• Receive email notification when a VendorPay payment requires approval
  • When a check run or payment is created and it needs to be approved, an email will be sent notifying the user of this

• Receive daily email notification for scheduled VendorPay payments

We continuously add new preferences so feel free to email us at support@ottimate.com if you have any questions.