You can keep an accurate record of order items your company has received using iCompleat's receipting feature. This lets you receipt fully approved orders line by line before the invoice arrives, and cancel order lines for items that weren't received.

This makes it quick and easy to track and manage your company's spending using iCompleat reports such as All Open Orders, Cash requirements, and Accruals.

In this article, we show you how to activate receipting for your suppliers, as well as how to receipt a fully approved order.

 

Activate receipting for a supplier

You need to activate receipting for each supplier that you'd like to use receipting for. This only takes a few seconds for each supplier.

Don't worry - activating receipting doesn't affect your subscription cost. Receipting is free, and you can activate it for as many suppliers as you like.

There are a couple of ways you can activate receipting for a supplier.

 

1. Activate receipting in Supplier management

You need to be an iCompleat Administrator, Company Administrator, or AP Operator to activate receipting in Supplier management.

To activate receipting for a supplier in Supplier management, follow these steps:

 

1. Select Supplier management.
2. From the drop-down, select the supplier you'd like to use receipting for.
3. Switch on the Receipting toggle underneath the supplier default drop-downs.
4. Select Save.

Receipting is now switched on for the supplier!

 

2. Activate receipting when mapping supplier defaults

You need to be an AP Operator to map supplier defaults.

You can quickly activate receipting for a supplier during invoice processing. Here's how.

 

1. In the Unprocessed tray, select an invoice from the supplier you'd like to activate receipting for.
2. In the bottom-right corner of the invoice editing page, select Edit.
3. On the invoice editing page, select Map supplier defaults.
4. In the bottom of the Supplier defaults popup, switch on the Receipting toggle.
5. Select Save.
6. When iCompleat has processed your changes, select OK.

Receipting is now switched on for the supplier!

 

Receipting approved orders

You need access to the Approved tray in Manage orders to receipt approved orders.

To receipt an approved order, follow these steps.

 

1. On the homepage, select Manage orders.
2. Go to the Approved tray, and select the order you'd like to receipt.
3. On the order summary page, select the checkboxes to the right of the lines you'd like to mark as receipted.
4. To begin receipting, select Receipt.
5. Select the pencil icon beside an item Quanity or Unit cost to amend it to reflect the goods received.
6. (Optional) Select the paperclip button to add an attachment to the receipted order.

   Other users who have access to the approved order will be able to view any attachments you add.

   
7. (Optional) Add a Receipt Reference.

   

8. Select Receipt.
9. The lines are successfully receipted.

   You can now review them in the Receipted Lines tab on the order summary page.

   

 

Cancel approved order lines

You can use the receipting feature to cancel items on approved orders that were never received. The order total updates to reflect any lines that you cancel. Here's how you cancel approved order lines.

 

1. On the homepage, select Manage orders.
2. Go to the Approved tray, and select the order you'd like to receipt.
3. On the order summary page, select the checkboxes to the right of the lines you'd like cancel.
4. Select Cancel lines.
5. To confirm you'd like to cancel the lines, select Proceed.
6. The lines are successfully canncelled.

   You can now review them in the Cancelled Lines tab on the order summary page.

   

 

See receipted orders

When at least one fully approved order has been receipted in your company, you'll see the Receipted tray in Manage orders.

Here, you can review a list of all orders that have been receipted in your company. Like the other order trays, you can click a receipted order to review the order summary page, complete with a list of receipted and cancelled lines, as well as the order's full Documents and timeline.