iCompleat Help Centre

Guides and tutorials

• Getting started

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

• 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

  Get your iCompleatBuy suppliers' credentials to complete configuration, and create orders with iCompleatBuy.

• Company settings

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

• Customising users

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

• Customising workflows

  Create the perfect approval group, set up auto approval, add approval thresholds, enable multiple approvals, and more.

• Customising layouts

  Customise your order and invoice layouts, assign layouts to iCompleatBuy suppliers, manage settings groups, and more.

• Managing events

  Set up rules and alerts for events in iCompleat, auto-approval for fully matched invoices, & manage email alerts.

• Billing & subscription

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

• Reporting

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