Ottimate Training Tutorials

Training Videos

Navigating the Invoice View
Wed, Sep 21, 2022 at 11:10 AM
Plate IQ and Cogswell
Plate IQ + COGS-Well: Restaurant AP & Inventory from Plate IQ on Vimeo.
Wed, Sep 21, 2022 at 11:10 AM
Product Walkthrough
In this video, we will give a walkthrough of how to get started on our platform. We'll cover a variety of topics, such as uploading invoices, navigati...
Wed, Sep 21, 2022 at 11:10 AM
Search, Sort, & Filter Invoices
To search for an invoice, enter the invoice number, vendor name, or item name in the search box at the top of the Invoices screen:  However,...
Wed, Sep 21, 2022 at 11:10 AM
Syncing QuickBooks Desktop With Ottimate
After receiving your login information, you will need to login to dashboard.plateiq.com On the top right, click the down arrow to access Settings. ...
Thu, Feb 29, 2024 at 11:00 AM
Syncing QuickBooks Online With Ottimate
Here are the steps to connect your Ottimate dashboard to your QuickBooks Online account: From the Ottimate dashboard, go to your Settings page. ...
Thu, Feb 29, 2024 at 11:15 AM
Vendor Mapping
The first time you upload an invoice from a vendor, it will automatically fall under Needs Attention citing "No Vendor Mapping". Your vendors w...
Wed, Sep 21, 2022 at 11:11 AM
Vendor Pay Walkthrough
This video provides a thorough walk-through of our Vendor Pay service.
Wed, Sep 21, 2022 at 11:11 AM