You'll only have access to the Invoice download tile on the homepage if you're using iCompleat's Universal Connector, and your iCompleat administrator has granted you access to Invoice download in your user permissions.
When you've connected iCompleat to your finance system, fully approved invoices in iCompleat post automatically to your finance system. If you're using iCompleat's Universal Connector, however, you'll need to use the Invoice download feature to download your invoices, and then upload them to your finance system manually.
Invoice download lets you download all fully approved invoices in iCompleat as a batch to an Excel spreadsheet. You can then upload the data from this spreadsheet to your finance system. You can give each invoice batch a unique description in iCompleat to help you keep a detailed record of your downloads.
Once you've downloaded a fully approved invoice as part of a batch, that invoice can't be downloaded as part of another batch. Each invoice batch you create and download includes all the fully approved invoices in iCompleat since your last invoice download.
Click here to download a sample invoice batch.
Follow these steps to download invoices from iCompleat - or , if you're an iCompleat administrator, go to Give users access to Invoice download to switch the feature on for your users.
Download invoices using Invoice download
- On the homepage, select Invoice download.
- A message lets you know how many fully approved invoices are available to download.
Enter a batch description, and select Create New Batch.
- Select Yes to download an Excel spreadsheet of your invoice data now.
Selecting No will save the invoice batch for your to download later.
- Open the downloaded batch from the bottom of your browser.
You can come back to the Invoice download page at any time and download the batch again - just select Download next to the invoice batch.
6. Your batch opens in Excel, and is ready to upload to your finance system.
Give users access to Invoice download
If you're an iCompleat administrator, you can give other users access to Invoice download by switching on the feature in their user permissions.
Follow these steps to see how.
- On the homepage, select Configuration.
- Select Manage users.
- Select a user.
- Go to Global permissions, and switch on the Access to download approved transactions toggle.
- Select Update user.