Invoice lifecycle
Learn about the life cycle of an invoice object in Ottimate
As an invoice moves through the accounts payable lifecycle. Ottimate assigns a status to track its progress through each stage.
The GET /v1/invoices endpoint supports querying by status with the following values:
Invoices currently being processed by the Ottimate system.
Invoices that require additional information before they can proceed. These invoices may have missing or incorrect data.
Invoices that require manual review or intervention. They appear under the ‘Needs Attention’ tab in the Ottimate UI.
Invoices awaiting approval from authorized users.
Invoices that have been approved in Ottimate by a designated approver and are ready for further accounts-payable actions.
Invoices that have been approved and are ready for export to your ERP system. They appear under the ‘Approved’ tab in the Ottimate UI.
Invoices that have been successfully exported to your ERP system.
Invoices that have been archived and are no longer active in the workflow.
In Ottimate-hosted integrations, invoices exported to an ERP are tagged with the ‘exported’ status. If you are fetching invoices for ERP export, you can set the export status of one or more invoices with the following:
The marked_reason field in POST /v1/invoices/mark-unexported allows you to attach a note to the “Invoice History” tab. Apply notes to individual invoices or in bulk.