The Universal Connector lets you upload & manage your reference data directly in iCompleat. Instead of iCompleat automatically sending your invoices to your accounting software, you'll need to use iCompleat's invoice download feature, & then manually upload them to your accounting software.
Just make sure you switch on the invoice download permission for you & any other users who need to download invoices.
To connect to iCompleat's Universal connector, follow these steps.
- On the homepage, click Configuration.
- Click Company management.
- Go to Connection.
- Next to Configure new connector, click Configure.
- Click the Universal connector tile.
- Select which month your financial year starts from the drop-down.
- Click OK.
- Your company is now using iCompleat's Universal Connector!
Go to Upload & manage your reference data to see how to populate your company with your supplier information, account codes, tax & currency codes, & other reference data for coding your transactions.