You have the ability to create a new supplier during invoice processing, meaning you no longer need to add your supplier in the finance system before processing your invoice. You can do this directly through the iCompleat interface.
Follow these steps to see how:
You will need administration rights to perform this function.
Activate the 'Allow Creating Suppliers in Finance System' Permission
First, the permission to 'Allow creating suppliers in finance system' must be switched on.
Follow the steps below to configure this option.
On the iCompleat homepage, click 'Configuration'.
Click or tap 'Company management'.
Click or tap 'Behaviour Settings'.
Set the 'Allow creating suppliers in finance system' toggle switch to 'Yes'.
Create new supplier
On the iCompleat homepage, click 'Manage invoices'.
Select the invoice from the 'Unprocessed' tray.
Click either the red 'Header' bar, or the 'Edit' button in the bottom-right corner.
The invoice editing page appears, with a message in a blue box saying: 'Please select the correct supplier to map this invoice to. if you cannot find your supplier, it may need adding to your finance system. Click here to add it now'.
Click the blue box.
The supplier name is already suggested for you, but you can change this by simply typing in the 'Supplier name' box.
Enter a Supplier Code.
Not all finance systems require you to enter a supplier code, this box will not be present if it is not a requirement.
The supplier code should be short and relevant to your supplier name.
Your supplier is now added to your finance system and the 'Map supplier defaults' option is available.
You can now go into your finance system, or direct to reference data in iCompleat, to check that your supplier has been added successfully.