iCompleat’s handy out-of-office setting gives you peace of mind.
Want to enjoy a holiday without dreading coming back to a daunting pile of invoices awaiting your approval? With iCompleat’s Nominee feature, you can return to a clear invoice tray and happy suppliers.
The Nominee feature lets you choose users who can approve invoices on your behalf when you’re busy, away, or out of the office. You can set or remove any other user as your Nominee any time you like, and if you have administrator permissions you can set and remove Nominees for other users too.
It’s quick and easy to set a Nominee for yourself and other users – this article shows you how.
What happens when you set a Nominee?
When another user is set as your Nominee, all invoices that land in your Awaiting Approval tray will automatically appear in their Awaiting Approval tray too, alongside the other invoices they may approve as part of other workflows. Your Nominee can approve or deny these invoices on your behalf, and they move into your Approved/Denied invoice trays in iCompleat depending on the action your Nominee takes.
Setting a Nominee for yourself doesn’t mean you can’t still approve and deny invoices yourself – you still have full access to iCompleat’s invoice processing functions.
Method 1: Set an approval nominee for yourself
To quickly set a Nominee for yourself, follow these steps:
In the top-right corner of the iCompleat homepage, hover over your name.
Click 'My Profile'.
From the 'Nominee' drop-down menu, select the user you'd like to set as your approval nominee.
Click 'Update User' to confirm your choice.
Your approval nominee is set, and that user can now begin approving invoices on your behalf.
You can now see a grey N icon beside your name in the top-right corner of thee homepage. This indicates that you have an approval nominee set.
Method 2: Set an approval nominee for other users
As an administrator in iCompleat, you can set a Nominee for other users as well as yourself. Follow the steps below to set a Nominee for another user.
On the iCompleat homepage click 'Configuration'.
Click 'Manage users'.
A list of all users in your company appears, including yourself.
Click the name of the user you'd like to set a nominee for.
The user’s settings page appears.
From the 'Nominee' drop-down menu select a user to become the approval nominee.
Click 'Update user.
You have successfully set a nominee for the user, and the nominee can now begin approving invoices on the user's behalf.
You can see that the nominee has been set because there is a pink N icon next to their name in the 'Manage users' area.
You can also set a Nominee for another user when you add them as a new user to iCompleat. The same user settings page as above appears during the process, allowing you to select a Nominee from the Nominee drop-down menu. Go to Adding a new user to see how.