Welcome to iCompleat's release notes for 17th July 2024.

We've got a couple of great updates that we're excited to show you today, and plenty more in the pipeline!

What's new

Manage your reference data in a clean, slick new interface

If you're using iCompleat with our Universal Connector, this one's for you.

We’ve updated the Reference data area in iCompleat with a fresh new look to make it easy and enjoyable to manage and update your analysis codes.

There's now a single drop-down menu where you can select an analysis field and manage your codes.

 

 

A simple button allows you create a new analysis code quickly and easily right there on the same page, too!

 

 

Check out our updated guide on managing your reference data.

Greater control over part and over matched invoice behaviour

You can now specify whether iCompleat copies header and/or line analysis codes to part and over-matched invoices, and whether it does this when invoices are received, or at the point of matching.

We realised that a lot of our customers were having to manually import PO lines in order to apply the coding from a matching order to an invoices that wasn’t fully matched, and we wanted to find a better solution.

If you’re an iCompleat administrator and want to configure this new matching setting, just head over to the Matching area in Configuration > Company.

There’s now a Match type drop down, where you can choose Matched and make the normal configurations for a fully matched invoice, along with the new options Part match and Over match.

 

 

Select each option from the drop-down to access separate settings for copying header and/or line analysis options.

You can then choose from the following settings for header and line copying:

• Disabled
• Run when an invoice or credit note is received
• Run when matching is performed

 

 

We hope this update makes life easier for your AP team!

Check out our updated guide on configuring your matching settings for the full steps.