Here's everything new in iCompleat on 25th September 2024. We hope you love these updates!

What's new

Base and transaction currency modes supported for improved lines

If you're using the improved lines feature in iCompleat you can now view transactions in both the transaction's original currency and in the base currency you use for iCompleat.

This gives you a clear insight into the values on a transaction if you need to operate in your base currency.

You can find the option to switch to your base currency in the Actions menu in the bottom-right of a transaction's summary page.

 

 

While you're in base currency mode, there's a banner visible above the lines to indicate which mode you're in, along with the option to switch back to the transaction currency.

 

 

The base currency mode is read-only, meaning you cannot edit lines while viewing a transaction in this mode.

View an order PDF from the Approved order summary page

We've added a handy tab on the left side of the order summary page so you can quickly see the order PDF submitted to a supplier.

 

 

While viewing the order PDF you can zoom, rotate, download, and print it, as well as view it in a two-page format if there's more than one page to the order.

You can also view key details about the order, including the file name and size, and the page count and page size.

Invoice packs: Display enhancements & deselect fields included in packs 

We've made some positive enhancements to the process of creating invoices packs that will make it quicker and simpler.

You can now choose to omit invoice details and/or invoice timelines from packs, which will both reduce the size of invoice packs and make them quicker to produce.

 

 

When you're browsing invoices to add to a pack, you can now toggle the column width within the list of available invoices, and also view the approved date beside invoices.

 

New Ordering & Matching area for Administrators 

We've moved key settings for ordering and matching from the Company area into a brand new Ordering & Matching area.

 

 

Here, you'll find the following configuration options:

 

Orders

• Purchase order template
• Address book
• Import purchase orders
• Send purchase orders to suppliers automatically
• Receipting default

 

Integrated Online Buying

• Manage punchout integrations
• Manually sync integrated online buying suppliers

 

Matching

• Matching configuration
• Match type
• Copy header analysis
• Copy lines