If you’re interested in learning more about any of the features below, reach out to support!

Approvals:

Admins can now instantly find and audit any approval policy with a powerful new Search & Filter Approval Policies feature. Stop wasting time debugging complex routing issues and start managing approval workflows with unparalleled speed and clarity. This new feature makes identifying specific user access and policy setup easier than ever.

Delegate approvals safely with our updated Stand-In Approver functionality. Admins now benefit from smart eligibility checks and improved controls, guaranteeing that delegated approvals are always authorized. This update reduces routing errors and significantly enhances audit control.

AI & Capture:

Get instant clarity on invoice risk right from a list view with Invoice Trust Score (Hover Insights)! Simply hover over a score to instantly see the contributing factors, eliminating the need to open the full invoice. This functionality speeds up invoice review and provides immediate transparency into why an invoice is marked High, Medium, or Low Trust.

Spend: 

Simpler, faster, cleaner expense reporting & employee reimbursements experience with an improved user interface & tighter control enhancements made to our Expense Reporting & Reimbursements functionality! Users can now easily delete unwanted drafts, and the straightforward editing rules strengthen audit compliance. This update streamlines day-to-day usability while ensuring better data integrity.

Safely delegate operational approvals to your team leads using the new Spend Manager Role! This new role empowers supervisors to approve card requests and reimbursements instantly when routed to them, improving turnaround time without granting access to sensitive financial data or admin settings. Strengthen internal controls by delegating approvals only where needed.

Ensure fair and accurate reimbursement for every employee with the new Secondary Mileage Rate (Group-Based) feature! Admins can now easily configure and assign a second mileage rate to specific user groups. This allows for flexible, role-based policies that support diverse travel patterns without adding complexity for the majority of users.

PO & Item Validation: 

User Accounts utilizing Purchase Orders or Item Validation features are now exclusively on the enhanced V3 experience. This update ensures users always benefit from our most advanced features and streamlined PO & Item Validation workflows.

Reports:

Take complete control of invoice workflow with the enhanced "All Invoices" Report filters! Users can instantly filter invoices by Workflow State (ie. Approved or Pending) and Invoice Type (ie. Credit or Debit). This makes finding specific invoices and gaining deeper auditing insights significantly faster and easier than ever before..
Support Article: Ottimate Helpdesk All Invoices

Instantly understand your team's setup with the enhanced "User List" Report! Admins now benefit from clear, helpful descriptions added to key data columns like "Last Login" and "SSO User." This added context makes user management and auditing simpler and more accurate than ever before.
Support Article: Ottimate Helpdesk User List

Eliminate payment delays and workflow bottlenecks with the new "Pending Approval Invoices" Report! Instantly see every invoice awaiting approval, track precisely how long they've been waiting, and identify exactly which approver needs to take action. Use this powerful report to proactively manage vendor invoice approvals and ensure a more timely payment process.
Support Article: Ottimate Helpdesk Pending Approval Invoices