Here's what's new, improved, and fixed in iCompleat on 17th April 2020.
Administrators: Give AP operators access to all approved orders
We've been working hard so that AP operators don't have to. That's why we recently added a new button to see the matched order on the invoice summary, making processing invoices a much quicker task. And now, we're putting the entire Approved tray for orders at their fingertips.
If you're an iCompleat administrator and you want to give your AP operators the full picture of invoice matching, simple head to the Behaviour settings area of Company management, and switch on the new AP Operators Purchase Order Access toggle.
AP operators in your company will see the Manage orders tile on the homepage, allowing them read-only access to the Approved orders tray to get a detailed insight into the order behind the invoice while they're busy processing.
Allow invoices to auto-submit for approval without a matching order
If you have invoice matching switched on but sometimes still place orders outside of iCompleat, then this new feature is for you!
Found in the Advanced functions area of Supplier management, the Require matched PO to auto submit invoices for this supplier setting does exactly what it says on the tin. Switch it on, and default codes such as account code, tax code, and currency code will still be automatically applied to invoices from that supplier, and invoices will even be auto-submitted to their default workflow for approval if they're ready for processing.
It's a brilliantly useful tool if you want to get the benefits of iCompleat's invoice matching capabilities, but still have the flexibility of process some orders outside of iCompleat using your preferred method.
Invoice pack issues
- We’ve fixed the follow issues with invoice packs:
- Sometimes iCompleat would miss several invoices from an invoice pack.
- When you sorted invoices by payment due date when creating an invoice pack, the invoices weren’t sorted properly.
- Sometimes the Approve button didn’t display straight away.