Guides and tutorials

• Getting started

  All the guides you need to get your live company up and running in iCompleat.

• Ordering

  Configure iCompleat Order, create & approve orders, attach supporting documents & notes, enable invoice matching.

• Invoicing

  Process & approve invoices, manage your invoice trays, map supplier defaults, download invoices.

• Connectors

  Connect iCompleat to finance systems like Sage, QuickBooks, and Xero, as well as iCompleat's Universal Connector.

• iCompleatBuy

  Set up iCompleatBuy, order with Amazon Business, create layouts for Punchout suppliers, Punchout supplier settings.

• Company settings

  Manage your finance system connection, activate features like Bank Detail Validation, configure behaviour settings.

• User settings

  Manage users' details, company access & roles, grant access to subscription options, layouts, invoice download, reports.

• Workflows

  Create workflows, customise approval groups, make auto-approval workflows, and more.

• Layouts

  Create layouts for orders and invoices, assign layouts to Punchout suppliers, manage layout settings groups.

• Reference data

  Upload your company's reference data, create custom fields for extra analysis, download our reference data templates.

• Supplier settings

  Map and un-map supplier defaults, enable header and line importing from supplier invoices, and more.

• Events

  Create events and rules for orders created and invoices received, manage email alerts, switch on invoice matching.

• Billing & subscription

  Manage your subscription, top up invoice credits, update your billing & contact details, view your payment history.

• Reports

  Make the most of iCompleat reports to track supplier activity, accruals, committed spend, approvals, and more.