Welcome to the
iCompleat Help Centre
How can we help you today?
Guides and tutorials
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Getting started
All the guides you need to get your live company up and running in iCompleat, including setting up iCompleatBuy.
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Ordering
Configure iCompleat Order, create & approve orders, attach supporting documents & notes, enable invoice matching.
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Invoicing
Process & approve invoices, manage your invoice trays, map supplier defaults, download invoices.
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Connectors
Connect iCompleat to finance systems like Sage, QuickBooks, and Xero, as well as iCompleat's Universal Connector.
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iCompleatBuy
Get your iCompleatBuy suppliers' credentials to complete configuration, and create orders with iCompleatBuy.
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Company settings
Manage your finance system connection, activate features like Bank Detail Validation, configure behaviour settings.
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Customising users
Manage users' details, company access & roles, grant access to subscription options, layouts, invoice download, reports.
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Customising workflows
Create the perfect approval group, set up auto approval, add approval thresholds, enable multiple approvals, and more.
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Customising layouts
Customise your order and invoice layouts, assign layouts to iCompleatBuy suppliers, manage settings groups, and more.
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Managing events
Set up rules and alerts for events in iCompleat, auto-approval for fully matched invoices, & manage email alerts.
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Billing & subscription
Manage your subscription, top up invoice credits, update your billing & contact details, view your payment history.
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Reporting
Make the most of iCompleat reports to track supplier activity, accruals, committed spend, approvals, and more.