|Add a new company||Connect to a finance system|
Go to Configuration > Company management > Click Add new company
Go to Configuration > Company management > Click Connection
Check out Finance Systems
|Manage users||Manage workflows|
iCompleat has 4 main user roles:
The Administrator can:
The Purchaser can:
The AP Operator can:
The Approver can:
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:
Tip: Create an approval matrix that mirrors your company's approval process.
Check out Customize workflows
|Customize & manage layouts||Set up order matching|
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:
To access your layouts go to Configuration > Manage layouts
Go to Configuration > Company management > Click Matching
There are 3 criteria you can choose from:
Check out Invoice matching settings
For more help as an iCompleat administrator check out Set up your iCompleat company.
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