When you first sign up to iCompleat, you land straight inside your very own Test company. Your Test company is your training ground for getting comfortable using iCompleat. Unlike a live company, your Test company doesn't connect to your finance system; instead, we've populated it with some test data to simulate a fully integrated live company. This means you can play around without having to worry about affecting your financial data.
We recommend that you take some time exploring your Test company and getting used to placing orders, processing some test invoices, and customizing features like workflows and layouts.
When you're ready to start using iCompleat to process real orders and invoices, there are just a few steps you need to take to get a live company up and running. Don't worry - even when you've set up a live company, your Test company will always be there for you to use when you need it. It's also a great place to train other users to use iCompleat.
Our Getting started guide takes you through the simple steps behind creating a live company, connecting it to your finance system, adding some users, and setting up workflows and layouts. By the time you've followed all the steps in the guide, you'll be ready to start placing orders and processing invoices in iCompleat.
You can upgrade to a full iCompleat subscription any time during your free trial period. Go to Upgrade from your free trial to see how.
When you're exploring your Test company, the follow guides in our Help Centre will come in handy for helping you understand how some of iCompleat's key features work. You can search our Help Centre at any time for more tips, tricks and how-tos by clicking the question mark icon in the bottom-right of your iCompleat homepage.