The Connection area within Company settings displays real-time information about iCompleat's connection to your accounting software, as well as some configuration options for managing your connection.
To access it, go the the iCompleat homepage & click Configuration > Company management. Then, go to Connection in the left-hand menu.
Here's the information you can see in the Connection area. The settings in the yellow outline are specific to Sage Intacct.
Here's a break-down of the information available to you in Connection, including additional configuration settings for customers connected to Sage Intacct.
Connector | This is the current connector that iCompleat is using to connect to your accounting software. If you're connected to cloud-based accounting software, you'll see the version number of the software. |
Cache schedule |
The cache schedule is when iCompleat is set to automatically refresh any information it extracts from your accounting software, such as account codes & supplier information. This keeps iCompleat up to date with any recent changes made in your accounting software. The cache schedule is set to cache once a day at midnight by default. It's best that the cache schedule takes place outside business hours. You can adjust the schedule by clicking Change. |
Last cache |
This is the last time iCompleat updated the information it extracts from your accounting software with any recent changes. If you've recently updated information in your accounting software, & you'd like it to be immediately available in iCompleat rather than waiting for the next scheduled cache, click Sync Now to cache. |
Last cache attempt |
If iCompleat has tried to cache with your accounting software - either according to its regular caching schedule, or because you've clicked Sync Now - & caching has failed, iCompleat records the date & time this has happened. The last cache attempt is the last time this happened. |
Alert email address | If you'd like to be notified by email if iCompleat can't cache at its scheduled time, click Change to add an email address. |
Disconnect |
In the unlikely event that you need to disconnect from your finance system, you can click Disconnect here. However, we strongly recommend that you contact our support team at support@icompleat.com before doing so. They can guide you through the steps of reconnecting again if necessary, or connecting to different accounting software. |
Installation |
If you're using an on-premise connector like Sage 50 or Sage 200, you'll see details of the installation here. This includes the server/desktop/laptop name where the connector is stalled, as well as its MAC address, Internal IP & External IP. You may need to provide this information to our Support team at support@icompleat.com if you ever need to troubleshoot any connectivity issues. |
Custom fields (Sage Intacct only) |
Click Configure to edit/add custom fields to be used when posting to Sage Intacct. |
Posting (Sage Intacct only) |
Select whether you'd like fully approved invoices to be posted to Sage Intacct as Drafts or Submitted invoices. |
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