Choose whether or not invoices should be posted to your finance system with this control within iCompleat.
This facility enables certain transaction types to be permitted or restricted from posting routines, enabling wider use of invoice processing such as ProForma invoices.
To enable/disable this functionality, follow the steps below:
You will need administration rights to activate this function.
Click or tap the 'Configuration' tile.
Click or the 'Manage layouts' tile.
Click to select the layout for the transaction type.
Ensure the 'Basic details' tab is selected.
Use the 'Post to financials' toggle switch to indicate whether or not the transaction type should be posted to your finance system or not.
Click or tap 'Save layout'.
Your changes are now saved.