Email Template: 3rd Party Account Manager Alert

Modified on Fri, May 2 at 2:52 PM

Subject:  Important Update! New AP and Payment Processing Partner!

Dear [3rd Party Account Manager],

We’re writing to inform you about an upcoming change to our accounts payable and payment processing systems. As part of our efforts to modernize and improve our financial operations, we will begin transitioning to a new AP and payment processing platform called Ottimate. Ottimate will enable us to seamlessly upload invoices, approve, and export to one or more systems.

We’re alerting you of the update because it is possible that we may require your assistance at some point in the future to ensure a timely transition.

Key Dates:

  • Implementation Kickoff Date: [Date]

  • Planned Go Live: [Date]

We appreciate your continued support and cooperation during this transition. Our goal is to ensure a smooth changeover with minimal disruption to our workflow. We’ll be in touch if/when assistance is needed.

Best regards,


 [Your Client’s Name]
 [Your Client’s Job Title]
 [Company Name]
 [Phone Number]
 [Email Address]


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