Overview
Right-click any invoice in the Invoice List View to open it in a new browser tab and easily view and compare multiple invoices without losing your place in the list.
This feature is available across all invoice list sections - including Needs Attention, Your Approval, Pending Approval, and more.
How It Works
Go to the Invoices tab from your Ottimate homepage.
Choose any section (eg. Needs Attention, Your Approval).
Right-click anywhere on an invoice row.
Select “Open in new tab” from your browser’s right-click menu.
You will be instantly taken to the invoice detail in a new browser tab.
FAQs
Q: Do I need to click on a specific column to right-click?
No. You can right-click anywhere on the invoice row, regardless of the column.
Q: Does this work on all invoice sections?
Yes, it works across all list sections in the Invoice tab.
Q: Can I open multiple invoices at once?
Yes, you can right-click and open as many invoices in new tabs as your browser allows.
Q: Is this supported on all browsers?
It works on all modern browsers that support right-click actions, including Chrome, Firefox, Safari and Edge. We recommend Chrome for seamless and smooth performance.
Additional Information
For further assistance, contact Ottimate Support by emailing Support@ottimate.com or clicking here.
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