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Features are additional options that can be activated in your Compleat Expenses account.

Where do I find the Features list?

Log in to your Compleat Expenses Account as an Administrator.
In the main menu, click Administration.
Click Company Profile.
Go to the Features tab.
Once you have activated the features you require, click Save.

Features Explained

Auto Scan Image Information for My Receipts	This ensures that receipt images are scanned, and the date, amount and description are extracted.
View Header For Claim Automatically	This is a view option for users. When enabled, the header of a claim automatically expands when it is viewed, ensuring any notes can be seen by the user. You can click the header to collapse it, and click again to expand.
Vendor enabled	When enabled, a new menu item called Vendor appears in the admin menu. This enables you to create a further list of information that is brought into a claim item, and can be reported on or used to recharge across cost centres. Vendors can be anything that you need them to be as the label can be easily changed. Once you have created your list of vendors, you can add a sub level to some or all of them to make reporting more granular.
Client enabled	Clients work in just the same way as Vendors when activated. The main difference is that Clients can work with Project Approving Enabled when this is set to Client or Client and Cost centre. Approvers can be tagged to each of the clients. When the client is then selected in a claim item, the Approver is automatically shown. When the claim is submitted, any lines that have both client and Approver on will be sent to that dedicated Approver to be approved, and the remainder of the claim will be sent to the default Approver of the Claimant to be approved. This is also great for projects.
Common client enabled	When enabled, the five most selected clients by the Claimant remain at the top of the list. However, there is a great search feature on the category list which makes locating the correct one easy.
Show Category policy	When enabled, policy notes can be added to categories when they are selected in a claim. The policy note appears under the category.
Cost Centre Selection enabled	When enabled, Claimant are able to select an alternative Cost Centre in their claim header.
Duplicate claim checking	When enabled, the system will check to see if there are any duplicated claim lines. When a claim is submitted, the system checks the date, category, and amount in all of the Claimants’ other claims and flags it up at the point of submitting.
Proxy User Enabled	This should always be set to Yes. This allows Administrators and Support to be able to switch to other users accounts that have been given proxy access.
Show Emails in User Dropdowns	When enabled, the email address of a user is shown in the Switch Account list when proxy access is granted. This is a great feature to use if there are users in the system with the same name.
Multi Approver	The system can have up to 6 levels of Approvers before a claim reaches the Accounts Approver. This is configured on a per user basis either by threshold amounts for approval or by Approvers in turn. To have this option available to enable, you will need to notify your Implementation Consultant. Please note that when this is activated, the option to reject single line items of a claim is no longer available. However, you can reject a complete claim if necessary.
Approver/Accounts Selection restricted	When enabled, claimants will be unable to amend their Approver in a claim header, from their default Approver to another in the same cost centre.
Warn Claimants for Expenses that are…	Here you can add a time limit for receipts. If you don't want Claimants to be able to add claim items over a certain number of days old, add the number of days in this field. When a claim item is added that exceeds this number, the Claimant will be warned. The claim can still be submitted but it will stamp the claim line with a warning to alert Approvers.
UK Bank A/C Validation	This configures the UK Bank A/C field so that will only accept exactly 8 digits.
Include scheduled date for new user emails	When a new user is created and their record has been saved, they automatically receive a welcome email. If you want to delay the receipt of that email, you can add the date for it to be sent here.
Email reminders	This is a great feature for Approvers, When a Claimant submits a claim, the Approver receives an email to prompt them to go to their claims to approve section. In the field here you can add the number of days (Eg. 3), and then that same number of days later, they'll receive a reminder if they still haven’t approved the claim. If they still haven’t approved the claim in a further three days, they will receive another reminder. They will keep being reminded until the claim has been approved.
Daily email alert time	Set a time for alerts to be sent to users. Instead of getting emails throughout the day, they will receive one email with a summary of the day's notifications.
Monthly Open claims Notification	This is an alert for Claimants. You can add your cut-off day for expenses or a few days before and then the system will notify any Claimant if they have any open claims.
Block Items that exceed Category limits	This is a hard rule which will prevent claim lines being saved if they exceed a category spend limit. The Claimant will not be able to save the claim line until they reduce the amount they are claiming, or remove the claim line completely. Spend limits can still be applied to categories without this feature. Claimants will receive a warning if it is exceeded, and the line is stamped with an alert for Approvers.
Block items where receipt is not validated	If a receipt has been requested for the category used, and one is not attached, then the Claimant is prevented from submitting the claim until all receipts are attached to the relevant claim items.
Show notes on My Claim and Claim to Approve Page	This option is always on and shows an icon on the claim that can be clicked to view any notes from Approvers or Accounts Approvers, including the notes when a claim or item is rejected.
Lock down exchange rate	Switch this feature on to prevent Claimants from change the exchange rate in a claim item with foreign spend.
Restrict Approver Report view	When this is switched to Yes, Approvers will only be able to report on claims that they approve and their own claims. If it is left to No, then Approvers will be able to report on claims across the same Cost Centre that the Approver is attached to.
Cascade VAT	This would be used if the VAT/Tax rates have been added at the Parent level of your system configuration. When this is on, and the changes saved, the VAT rate section in the admin menu will be populated.
Update First Line of Split item with VAT Difference	If there is unallocated VAT when splitting an item, it will be added to the first line of the split.
Xero Link Enabled	This will only be used if you have an integration, between Compleat Expenses and Xero Accounting.
Show Time Taken to Approve Claims	This is a great feature for Accounts Approvers. When this is activated, approval details will not only be annotated with who approved the claim and when, but also how long it took the Approver to approve the claim.

Compleat Expenses Features Explained

Where do I find the Features list?

Features Explained

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