Administrator cheat sheet

Go to Configuration > Company management > Click Add new company

Go to Configuration > Company management > Click Connection

Check out Finance Systems

iCompleat has 4 main user roles:

The Administrator can:

• View/edit configuration settings
• Add new companies
• Add new users, workflows, & layouts
• manage billing & subscription

The Purchaser can:

• Create orders

The AP Operator can:

• Manage invoice (coding, receipting, matching)
• Manage suppliers

The Approver can:

• Approve or deny orders & invoices

Users can have more than one user role.

Check out Customize users

A workflow is a chain of people, or groups of people, who can approve or deny invoices or orders in iCompleat.

When creating & customizing workflows, you can:

• Create an unlimited number of workflows & approval groups
• Add approval groups containing one or more users within a workflow, represented by a pink box
• Create approval thresholds to workflow steps so that they're activated only if the invoice or order is above a certain value

Tip: Create an approval matrix that mirrors your company's approval process.

Check out Customize workflows

Layouts determine what text fields & options you see when creating an order or processing an invoice.

You can create a layout for these transaction types:

• Orders
• Credit notes
• Invoices

To access your layouts go to Configuration > Manage layouts

Go to Configuration > Company management > Click Matching

There are 3 criteria you can choose from:

• Do not match
• Match supplier & purchase order no.
• Match supplier, purchase order no. & amount

Check out Invoice matching settings