Merging Invoices

Modified on Mon, May 19 at 10:03 PM

Many vendors send multi-page invoices where each page does not list the invoice number, or each page lists random billing numbers, making it impossible for Ottimate to combine those pages into a single invoice. 


We have added an option to combine the images once you upload those multi-page invoices (even if part of different folders, Needs Attention vs Verified). Here is how to do it:


1. Click on the Invoice

2. Go to More - Merge Invoices

3. You can use the arrows in the top-left to search, if part of the same tab. If in multiple folders, you can use "Select Invoices from other folder" option above.

4. Once you have completed your selection, click on "Merge Invoices".


5. Once you select "Merge Invoices" a pop-up warning will present.  To complete the merge, select "Merge".


For further assistance, contact Ottimate Support by emailing Support@ottimate.com or clicking here. 



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