Here's everything that's new and fixed in iCompleat in January 2024, including some great news for Sage Intacct customers!
Sage Intacct cascading codes for fixed assets & prepaid expenses
iCompleat now integrates with the Fixed Assets and Prepaid Expenses modules in Sage Intacct to enable cascading codes!
AP Operators creating orders and processing invoices can now select a fixed asset or prepaid expense GL code and then choose from an auto-populated list of relevant asset names.
This not only helps to ensure that valid codes are selected, but lets you assign those important codes right at the point of ordering, saving valuable time during invoice processing
Here's the new integration in action:
If you use the Prepaid Expenses and/or Fixed Assets module in Sage Intacct, you'll need to do the following to benefit from the new integration:
- Disconnect and reconnect iCompleat to Sage Intacct
- Go to Configuration > Manage company > Connection and configure custom fields so that the new fixed assets and prepaid expense fields behave how you need them to.
- Go into the relevant order and invoice layouts and choose whether the fixed asset and prepaid expense codes appear at header or line level.
The layout codes include:
- Prepaid Expense Schedule Name
- Prepaid Expense Class
- Prepaid Expense Schedule
- Expense Amortization Start Date
- Asset Name
- Date Asset in Service
- Asset Class
Importing lines just got so much easier
We’ve revamped the process for importing lines to a part-matched invoice, giving you clarity and control while you’re selecting lines to import.
Now when you’re processing an invoice and go to Actions, then Import PO Lines on the summary page, a list of PO lines with checkboxes appears above the invoice lines. This lets you review and compare lines before quickly ticking the PO lines you need to import.
Before, the pop-out window for importing PO lines obscured the important line information you needed to see.
Learn all about how to import PO lines here.
Invoice packs & iCompleat performance
Creating an invoice pack containing a particularly large number of invoices would sometimes cause performance issues in iCompleat, preventing things loading as quickly as usual.
We’ve made some key changes so that invoice pack creation will no longer affect performance, ensuring you can still perform other tasks efficiently in iCompleat while a large invoice pack is rendering in the background.
Order creator in All Open Orders Report
The Orders report didn’t include details of the user who created the order, making it difficult for customers to use the report to chase up outstanding orders. The report now clearly shows users who created the order.