Ottimate Account Preferences

Edit your email preferences HERE and select the Ottimate notifications you would like to receive in your inbox.

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 measures if needed

• Disable the invoice item rename dialog

Email Settings

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• 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 you 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 there are pending approval invoices

• Receive a weekly report of Insights Hotlist

VendorPay Settings:

• Receive email confirmation when a VendorPay payment is sent

  • You will get an email that confirm 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, and 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.