Hello!

Here's everything new and fixed in iCompleat lately.

What's new

Sit back and watch your order lines code themselves!

 

iCompleat will now code order lines automatically as you’re adding them, saving you a fiddly, time-consuming job you definitely won’t miss.

Is it magic? Nope, just AP automation at its finest!

Any supplier defaults your iCompleat administrator has saved against a supplier will simply be pre-populated in each new line item you add.

No more clicking drop-downs to browse codes or accidentally clicking the wrong one – just quick and painless ordering.

Reviewing and correcting totals is now simpler and easier

 

We’ve refreshed the process of correcting invoice totals when there is a discrepancy between the extracted header total and the calculated total.

You can now easily access all available actions to take from the initial invoice summary page.

As well as a clickable banner on the invoice summary page notifying you of a discrepancy, clickable warning triangles appear beside the totals.

 

 

We’ve also improved the language in our in-app guidance once you have clicked to correct the totals, which we hope will make it easier for you to confidently decide what action you need to take.

 

 

Read more about correcting totals here.

Add a new invoice line from the invoice summary

 

AP Operators can now add new invoice lines from the initial summary page, rather than having to go to the Edit page.

The new Add Line button sits conveniently above the lines grid on the invoice summary page, meaning AP Operators have a useful overview of all line items on an invoice while they’re adding lines.

This is much easier than the previous arrangement where you could only add and edit the lines within their own tabs in the separate Edit area. This option is still available alongside the update.

Other useful updates out now

NEW! You can now connect to Sage 50 (2024) v30 R2 (both 32- and 64-bit versions available).

NEW! You can now use the search function in the order tray to find an order using its PO number.

NEW! There’s now a Select All option in Suppliers to make it quicker to apply changes in bulk.

NEW! Our mobile-optimised version of iCompleat now displays the supplier, current approver, and company in the order tray.

NEW! Our order submission email address prefix is now noreply@ to make it clear to suppliers that they should contact you directly with any order queries.

NEW! Selected items in lists are now clearer to read for anyone using iCompleat in dark mode.

NEW! The prefix of invoices and credit notes (INV###### and CRE######) will now update when either transaction type is transferred to the other.

NEW! Our API V2 now includes the ability to navigate to a transaction from a direct URL.

NEW! We've added horizontal scroll to the list of invoices you see when you're creating an invoice pack.

Fixes

FIXED! If you created multiple invoice packs, the invoice pack total amount at the bottom of the creation pop-up wasn't refreshed to zero between invoice packs.

FIXED! If you had access to multiple order layouts and created a new order, then opened a saved order, the saved order was classed as a new order and the Save button was disabled.

FIXED! Some iCompleat users were incorrectly able to free-type in a transaction's code fields when they contained predefined custom fields.

FIXED! If you selected the supplier for an order using the tab and arrow keys, the associated email address wasn't being automatically populated.

FIXED! iCompleat users were experiencing issues adding a new condition to a custom rule using the free text entry box.

FIXED! If there was a delay saving changes during receipting, it was possible to click and duplicate receipted lines.

FIXED! When creating an order manually using a Punchout-enabled supplier and you were using the Improved Lines feature, you were unable to add new lines to the order.

FIXED! Our API V2 wasn't displaying the transaction payment status in the Documents and Timeline.