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 invoice_state with the following states:
Invoice States
Needs Attention
Invoices in the needs_attention state require additional information before they can proceed. They appear under the ‘Needs Attention’ tab in the Ottimate UI.
- The
incomplete_reasonsfield provides additional details for troubleshooting an incomplete invoice
Ready for Export
Invoices in the ready_for_export state have been approved in Ottimate and are ready for export. They appear under the ‘Approved’ tab in the Ottimate UI.
Updating the export Status of one or more invoices
In Ottimate-hosted integrations, invoices exported to an ERP is 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:
