Task Manager

Overview

Task Manager provides visibility into long-running background tasks in Ottimate, starting with Invoice Export.

Earlier, customers had limited visibility into exports - they saw a spinner and had no clear indication of progress, success, or failure. 

Task Manager solves this by showing export status, results, and errors in one place, allowing users to continue working while exports run in the background.

This feature is currently in beta and will expand to additional workflows in future releases.

Availability

Release phase: Early Access (February 2026 release)

• Current scope: Invoice Export only

• Enablement options: can enable for all locations or enable for selected locations only

• Early access: Limited to selected customers who have previously faced export issues (timeouts, batch size failures)

If you would like Early Access enabled for your account, please reach out to your Customer Success Manager or Support team.

How It Works

1. A user triggers an Invoice Export from Ottimate.

2. Instead of blocking the UI with a spinner, the export runs as a background task.

3. The task appears in the Task Manager with a clear status:

   • Queued

   • Running

   • Completed

   • Completed with Errors

   • Failed

4. Users can view:

   • Who triggered the export

   • When it started and completed

   • How many invoices succeeded or failed

   • Error details for failed invoices

5. If the export returns a file, a Download button is shown once the task completes.

*Important behavior notes:

• Tasks update automatically while running.

• Older tasks load on demand.

• The export file download link for flat file downloads is time-limited (currently expires after ~24 hours).

FAQs

Q: What workflows are supported right now?

Only Invoice Export is supported in the current release. Other workflows will be added later.

Q: What happens if the download button is disabled?

The export file link expires after ~24 hours. If the button is disabled, the export is no longer available for download. This will be improved in a future iteration.

Q: Who should be included for the early access?

Customers who:

• Have experienced export timeouts or failures

• Run large invoice exports

• Export frequently

• Clients with API integrations that are not receiving a downloaded file on export

*Support and CSM teams will help identify and approve early access candidates.

Q: Will this reduce the need to create support tickets?

That is the goal. Task Manager allows customers to self-serve export status and error details, reducing the need to contact Support for basic export visibility.

Q: What’s coming next?

Future releases are expected to include:

• Payment Export

• PO Sync

• Catalog Sync

• Accounting Sync

• Secondary Invoice Export

Additional Information

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