Yes, you can send transactions in for processing and they will arrive in iCompleat as expected. However, please bear in mind that transactions sent in this way will take longer to process.
To get most out of our extraction software we strongly recommend having your suppliers send transactions in directly. This improves both the speed and accuracy of data extraction.
The time taken to extract transaction data and send it to iCompleat can range from a matter of seconds to upwards of 1 working day during busy periods.
Using best practice, PDF transactions sent directly to us by your suppliers can land in your unprocessed tray almost instantly. Scanned transactions sent in by yourselves will take much longer to arrive. For this reason, we strongly recommend having your suppliers send transactions to us directly.
Documents such a statements and quotes cannot be processed through iCompleat. Whenever documents such a these are sent to your e-invoicing address, our extraction software will automatically forward them on to you. You can specify the address you’d like these forwarded on to by changing your ‘notification e-mail address’ in the subscription options section of iCompleat.
When our extraction software has received transactions that are yet to arrive in iCompleat, you will see a banner at the top of your unprocessed tray stating the number of transactions we’re currently working on for you.
This banner can be clicked to view full details of the transactions. From here you can see the supplier who sent them, the time they were sent and even image of the documents.
Yes, you can use an auto-forward. In fact, this is a great way to make the extraction software. Before you start using the auto-forward, please let the iCompleat team know the e-mail addresses you’ll be forwarding ‘from and to’ by contacting support.icompleat.com.
A little configuration is needed at our end to ensure your transaction successfully appear in iCompleat.
For more information see our guide on setting up email auto forwarding to iCompleat.