Invoice packs are lists of fully approved, ready-to-pay invoices, giving you a useful overview of every approved invoice's audit trail within iCompleat. Invoice packs are created in iCompleat as PDFs, which can be printed and downloaded.
Once you've created an invoice pack, you can submit it for approval by a designated invoice pack approver. You might even be able to approve the invoice packs you create yourself if an iCompleat administrator has granted you permission.
An invoice can only be part of one invoice pack. Adding an invoice to a pack will mean that it won't be available to add to future invoice packs.
One of your company administrators will have set up the permissions for the relevant users to create and approve invoice packs.
Create an invoice pack
- On the iCompleat homepage, select Invoice packs.
- Select Create new pack.
This button won't be available if there are no approved invoices in your company available to add to a pack.
- Decide whether you'd like to add all available invoices, or select specific invoices.
We'll choose invoices in this example.
- A list of all fully approved invoices in your company appears.
Tick the checkboxes next to the invoices you'd like to add to the pack, and then select OK.
- If you're an invoice pack approver, you'll be asked if you wish to approve the invoice pack now.
- Your invoice pack is created!
If you approved the invoice pack, it will have a View button in the View Pack column.
If you didn't approve the invoice pack, it'll have an Approve button in the View pack column if you're an approver, or a message saying Awaiting Approval if another user needs to approve it.
Viewing and printing invoice packs
Once an invoice pack has been approved, you can view it and print it.
To view an invoice pack, just select Invoice packs on the iCompleat homepage, and then select View next to the invoice pack in the list.
The invoice pack will open in a different browser tab. There's a button in the top-right to view the invoice pack in Adobe Acrobat if you wish.
The burger menu in the top-left let you scroll through a thumbnail view of each page of the invoice pack, making it quicker and easier to navigate through bigger packs.
The menu bar at the top gives you the options to skip pages, zoom, rotate the pack, download it, and print it.
Select the three dots on the right of the menu bar to toggle between a one a two-page view.
Export invoice packs to Excel
You can export a detailed list of your invoice packs to Excel, giving you an overview of the approval status of all of your invoice packs, along with key details like their gross values, creation date, and how many invoices are in each pack.
To do this, just select Export to Excel above the list of invoice packs.
The export may take a few minutes depending on how many invoice packs you're exporting.
Once the export is finished, the downloaded spreadsheet will be available to select in the bottom-left corner of iCompleat.
Your Excel spreadsheet will look something like this: