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.

Where's my test data?

Most of your test data can be found in Configuration > Reference data. We've populated your reference data with suppliers, delivery sites, currency codes, and other useful codes so that you can practice coding transactions.

What can I do in my Test company?

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. 

You can do everything in your Test company that you can do in a live iCompleat company, except post invoices to a finance system or submit an order to a real supplier. Your Test company is a great way to get a feel for iCompleat without worrying that you're going to press the wrong button!

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. 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 handy place to train other people in your team 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.

Useful guides

When you're exploring your Test company, the follow guides in our Help Center will come in handy for helping you understand how some of iCompleat's key features work. You can search our Help Center at any time for more tips, tricks and how-tos by clicking the question mark icon in the bottom-right of your iCompleat homepage.

Creating an order

Using iCompleatBuy (Supplier/Vendor punchout)

Adding users

Adding a workflow

Connecting to a finance system

Sending invoices FAQs