This update promotes Purchase Orders and Receipts APIs to beta, adds dimension support on purchase order line items, and introduces flexible PO lookup for receipts.

Purchase Orders & Receipts — Now in Beta

The Purchase Orders and Receipts APIs, previously marked as in-development, are now available in beta. These endpoints support two-way and three-way matching workflows in Ottimate.

API	Endpoints
Purchase Orders	`GET`, `POST`, `PATCH /purchase-orders`, `POST /purchase-orders/bulk-upsert/`
Receipts	`GET`, `POST`, `PATCH /receipts`, `POST /receipts/bulk-upsert/`

See the Purchase Orders and Purchase Receipts guides for full documentation.

New Features

Dimensions on Purchase Order Items

PO line items now support dimension mappings via the dimensions field. Dimensions are keyed by type (e.g., PROJECT, CLASS) with values set to the erp_dimension_id of the dimension. When an invoice is matched to a PO, these dimensions can be inherited onto invoice line items for automatic coding.

Dimensions must exist in Ottimate before being referenced — either synced via an Ottimate-hosted integration or created via the Dimensions API.
Providing dimensions on a line item replaces all existing dimensions on that item.

Custom Fields on Purchase Orders

Purchase orders now support a custom_fields object for company-specific metadata configured during onboarding.

Flexible PO Lookup for Receipts

When creating a receipt, you can now identify the parent PO in two ways:

By Ottimate ID — Provide ottimate_po_id directly
By lookup fields — Provide erp_vendor_id + ottimate_location_id + either po_number or po_external_id

Similarly, receipt line items can reference PO items via ottimate_po_item_id or po_external_item_id.

Documentation Updates

Accounts Payable section restructured — Purchase Orders and Purchase Receipts are now listed as standalone pages following the business process flow: PO → Receipt → Invoice.
“Non-PO Invoice” renamed to “Invoices” — The invoice guides now cover all invoice types.
AP Overview updated — Added two-way and three-way matching workflow descriptions.

Migration Notes

No breaking changes. All existing endpoints and request/response schemas remain unchanged.

February 27, 2026

Changelog

This update introduces Purchase Orders, Receipts, and Batch processing endpoints, adds bulk operations across several existing APIs, and establishes availability status tags across the API Reference.

New APIs (In Development)

The following APIs are currently in development and being tested. They are documented here for planning purposes and are not yet available for use. Availability will be announced in a future changelog entry.

Purchase Orders

Full CRUD for purchase orders, enabling two-way and three-way matching workflows in Ottimate.

Endpoint	Description
`GET /purchase-orders`	List purchase orders with filtering and pagination
`GET /purchase-orders/{id}`	Retrieve a specific purchase order
`POST /purchase-orders`	Create a new purchase order
`PATCH /purchase-orders/{id}`	Update an existing purchase order
`POST /purchase-orders/bulk-upsert/`	Create or update multiple purchase orders in a single request

Receipts

Manage purchase receipts to support goods-received workflows and three-way matching.

Endpoint	Description
`GET /receipts`	List receipts with filtering and pagination
`GET /receipts/{id}`	Retrieve a specific receipt
`POST /receipts`	Create a new receipt
`PATCH /receipts/{id}`	Update an existing receipt
`POST /receipts/bulk-upsert/`	Create or update multiple receipts in a single request

Batch Processing

Track the progress and results of long-running bulk operations.

Endpoint	Description
`GET /batch/{id}/progress`	Poll the completion status of a batch job
`GET /batch/{id}/results`	Retrieve the results once a batch job completes

New Bulk Endpoints (In Development)

Bulk operations added to existing APIs for high-volume integrations. These are currently in development and being tested. They accept arrays of records and return per-item success/error results.

Endpoint	Description
`POST /catalog/entries/bulk`	Create or update catalog entries in bulk
`POST /catalog/allowances/bulk`	Create or update catalog allowances in bulk
`POST /catalog/prices/bulk`	Create or update catalog prices in bulk
`POST /dimensions/bulk-create/`	Create multiple dimensions in a single request
`POST /vendors/bulk-create/`	Create or update multiple vendors in a single request

Documentation Updates

Availability Status Tags

All endpoints in the API Reference now display a status badge indicating their maturity level. See Release Plan for full definitions.

Beta — All previously released endpoints (Accounts, Catalog, Dimensions, Invoices, OAuth, Vendors) are now tagged as beta, reflecting that they are functional and available for integration but may receive minor changes before GA.
In Development — New endpoints introduced in this release are tagged as in-development and are not yet available for use.

Migration Notes

No breaking changes. All existing endpoints and request/response schemas remain unchanged. If you are already integrated with V1.0.0, no action is required.

November 24, 2025

Release: V1.0.0

Changelog

In this release we’ve added endpoints to ease integration with ottimate.

What’s new?

Accounting Vendors Management

New endpoints for managing accounting vendors:

Get Vendors
- GET /vendors - Retrieve paginated list of Accounting Vendors
Get Vendor Details
- GET /vendors/:id - Get details of a specific Accounting Vendor by ID
Create Vendors
- POST /vendors/ - Create a single Accounting Vendor
- POST /vendors/bulk-create/ - Create or update multiple Accounting Vendors in bulk

Dimension Management

New endpoints for managing dimensions:

Get Dimensions
- GET /dimensions - Retrieve paginated list of Dimensions
Get Dimension Details
- GET /dimensions/:id - Get details of a specific Dimension by ID

Invoice Management

New endpoints for managing invoices:

Get Invoices
- GET /invoices - Retrieve paginated list of invoices
Get Invoice Details
- GET /invoices/:id - Get details of a specific invoice by ID
Get Uploads
- GET /invoices/uploads - Get details of invoice uploads
Mark Invoices
- POST /invoices/mark-exported - Mark multiple invoices as exported
- POST /invoices/mark-unexported - Mark multiple invoices as unexported
Update Invoices
- PATCH /invoices/:id - Update invoice header, line items and dimensions