Here are your 12th June 2020 release notes. Check out what's new, jazzed up, and fixed in iCompleat today!
Enter the PO number during invoice processing to create a match
No PO reference? No problem! The new manual PO entry button on the invoice editing page lets you deal with a missing PO number on an invoice within seconds.
When you're processing an invoice that has a matching status of No PO reference, simply select the edit icon to the right of the Purchase order reference field. Type the PO number of the matching order in iCompleat, then process the invoice as normal before submitting it for approval.
Providing there's an order in iCompleat that has the PO number you entered, iCompleat will automatically perform a full match between the two transactions, changing the matching status to Matched.
Go to The No PO reference status for more information.
Handy popup menu for selecting a workflow
If you're an AP Operator or order creator up to your neck in workflow options every time you submit a transaction for approval, this neat update is about to make your job a lot easier.
Now when you go to select a workflow, you'll see only a single purple Submit button. Simply select this to see a compact popup menu of all of the workflows available to you. Hovering over each workflow shows its full name to give you the clarity you need before making your choice.
When there's only one workflow to select from, you'll simply see one workflow button available to you as normal.
Enjoy your new clutter-free editing page!
Configure your matching settings in Company Management
We've moved all of your matching settings from Manage events into a new area called Matching in Company management.
This includes the criteria iCompleat looks for on invoices when it's performing matching, as well as the options to copy header and line details from orders onto their matching invoices.
All of the matching settings are the same as before - we just wanted to make them a little easier for you to access.
We hope you like the change!
Go to Switch invoice matching on or off to see how to configure your matching settings in this new area.
Close over-matched orders for matching
Sometimes an over match status happens for a good reason. Perhaps an incorrect price was on the purchase order, an item price had increased with you realising, or maybe you asked your supplier to add something extra to your order after you placed it.
Whatever the reason, you might want iCompleat to close those orders for matching so that they can't be matched to any more invoices. Once you've closed an order for matching, its status changes to Closed for matching, which gives you a clearer overall picture of matching when you're reviewing your order trays.
To close an order for matching that has the matching status Over match, simply hover over the order under the Invoice matching column, and select Close for matching.
Go to The Over match status for more information on dealing with an over match.
Set up automatic invoice credit top-up!
With your company running like clockwork in iCompleat, it's easy to sit back while the invoices fly by and completely forget to top up your invoice credits. Thanks to the new automatic top-up feature, though, rushed last-minute top ups are a thing of the past.
To set up automatic credit pack top-up, go to Subscription options in iCompleat, and start adding an invoice pack as normal. You'll now see a checkbox to automatically add your selected credit pack every time your balance reached a certain amount of credits. Simply select the check box, set your credit threshold, and head to the payment area as normal.
Next time your invoice credit balance hits that threshold, iCompleat's got your back.
Go to Manage your iCompleat subscription to see how.
Selecting a supplier during invoice processing failing
Sometimes, when you selected a supplier during invoice processing, the selected supplier wasn't holding after the invoice was submitted for approval.