Support
Guides and videos.
Step-by-step guides, short clips and full walkthroughs for setting up and running OmniPATH.
By topic
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Setting up your new OmniPATH account
Getting started with OmniPATH is straightforward. We’ve designed our onboarding process to be fast and efficient, so you can begin automating your procurement within…
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Getting started: Your first steps in OmniPATH
Congratulations on setting up your OmniPATH account! This guide will walk you through the essential first steps to get your procurement automation up and…
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Understanding OmniPATH’s main navigation
The OmniPATH interface is designed to give you quick access to all key procurement and payment functions. This guide walks you through the main…
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Adding new users to OmniPATH
Inviting team members to OmniPATH is a straightforward process that allows you to quickly onboard colleagues and assign appropriate access levels. This guide walks…
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User Roles and Permissions
What each OmniPATH role can do, and how to change a user’s role or assignment.
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How OmniPATH Slashes Admin
End-to-end overview of how OmniPATH reduces manual AP work and boosts profits.
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User Management: best practices
Assigning roles, onboarding in batches, resending invitations, deactivating users and keeping access secure.
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Importing Purchase Data into Xero
See how purchase data flows from OmniPATH into Xero automatically.
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Enabling email in OmniPATH
OmniPATH’s inbound email service allows you to receive invoices and other documents directly from suppliers via email. Once enabled, you’ll have a unique, secure…
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Sharing your OmniPATH email with Suppliers
Three ways to share your OmniPATH inbox address with suppliers, and what happens when they send documents.
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Supplier Rollout: best practices
How to move suppliers onto your OmniPATH inbox: communicate, roll out in phases and monitor.
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Human in the Loop: Manual Review
How the manual review process works for flagged invoices and exceptions.
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Processing your first invoice in OmniPATH
Processing your first invoice is a key milestone in getting started with OmniPATH. Our intelligent system automatically extracts data from your invoices and creates…
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Post-Processing: Essential Checks
The checks to run after your first invoices: supplier profiles, site mapping and supplier verification.
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