Welcome to your January 2020 release notes!
Here's what's new, improved, and fixed in iCompleat on January 10th 2020.
Delete approved orders that don't have a match
Not all orders that land in the Approved tray end up getting processed. This can simply be because the supplier cannot fulfil the order, an item has been discontinued, or just because you no longer wish to place the order for one reason or another.
The new Delete button on the invoice summary page of approved orders now gives you the functionality you need to deal with those unwanted orders that will never be fulfilled, despite their ‘approved’ status. Now, you can simply hit Delete to send unwanted approved orders to the ‘Deleted’ tray, uncluttering your Approved tray to make processing orders easier.
Attach multiple supporting documents to invoices
For Approvers, detail can be key in the decision to approve or deny an invoice. That’s we’ve created the new Add Attachments button on the invoice summary page, enabling both AP Operators and approvers to attach supporting documents that give invoices some extra context.
Supporting documents can contain anything you think is important in helping approvers make an informed decision about whether to hit approve or deny; a price quotation, a previous invoice or order, or even an email conversation with a supplier.
Simply click on the paperclip button in the top-right corner of the invoice summary page to upload your documents. You can then assign your supporting documents a descriptive category, such as ‘Invoice’, ‘Statement’, or ‘Expense Receipt’ before hitting upload.
Both AP Operators and Approvers can add supporting documents to an invoice at any stage of the approval process, and the documents will be visible to every Compleat user who has had contact with the invoice.
Supporting documents don’t necessarily have to be for helping approvers decide what action to take; they can also be used simply to keep a record with Compleat of the correspondence or processes behind an invoice. You can upload supporting documents when an invoice has been fully approved, providing a historic record of documents or information that came about post-approval.
Invoices marked as auto-submitted when no default workflow was selected
Sometimes, if a supplier did not have a default workflow and multiple workflows were available to submit the invoice to, iCompleat marked an invoice as an auto-submission in the comments field, but left the invoice unprocessed.
'Return with comment' leading to an error when 'Access to failed postings' active
If you're not an approver but have access to failed postings, selecting the Return with comment option on a transaction would lead to an error page.
'Acess to edit transactions' permission deactivating in a multi-company setup
When the ‘Access to Edit Transactions’ permission was active for a user who has access to multiple companies, occasionally the permission would deactivate in one company.