Ottimate Training Tutorials

Training Videos

Add or Remove a User
Add User  On the top right, click the down arrow to access Settings. Once in Settings, click Manager Users on the left. Sort & filter users with ...
Wed, Sep 21, 2022 at 11:08 AM
Creating an Invoice
Sometimes you have an expense you want to record, but no invoice to upload. In those cases, you can create an invoice on the fly right in Plate IQ.  ...
Wed, Sep 21, 2022 at 11:08 AM
Departments
In This Article: What are departments? How are departments used? Departments Setup Departments Usage What are departments? Departments are...
Wed, Sep 21, 2022 at 11:08 AM
Exporting (API Integration)
Export to Accounting Software The final step in the life of an invoice is to be exported. There are two ways to export invoices into your account...
Wed, Sep 21, 2022 at 11:08 AM
Exporting Invoices
Wed, Sep 21, 2022 at 11:09 AM
Exporting To QuickBooks Online
To export invoices from Ottimate directly into QuickBooks Online.  There are two ways to export invoices into QuickBooks Online. Export from the ...
Thu, Feb 29, 2024 at 11:17 AM
Integration Overview - Netsuite X Plate IQ
Plate IQ & NetSuite Demo from Plate IQ on Vimeo.
Wed, Sep 21, 2022 at 11:09 AM
Item Mapping
Wed, Sep 21, 2022 at 11:09 AM
Merging Documents
Many vendors send multi-page invoices where each page does not list the invoice number, or each page does list random billing numbers, making it impossib...
Wed, Sep 21, 2022 at 11:09 AM
Navigating the Invoice Option Menu ("More")
Wed, Sep 21, 2022 at 11:10 AM