Administrator cheat sheet

• Contact support - Go the the burger menu in the top-left of the homepage, click Help, click Leave us a message in the bottom-right pop-up, fill in the form, and click Send.
• Add a company - Click your company name at the top of iCompleat, then click Create Company.
• Manage finance system connection - Go to Configuration > Company > Connection.
• Turn on receipting - Go to Suppliers > Supplier configuration.
• Turn on invoice matching - Go to Configuration > Company > Matching.
• Edit numbering schemes for transactions - Go to Configuration > Numbering.
• Add/edit extra custom fields for layouts - Go to Configuration > Custom fields.
• Manage your team’s email notifications - Go to Configuration > Notifications.

Gives your team permissions for iCompleat features they need:

• Access to companies
• Approving
• Processing invoices
• Receipting orders
• Managing budgets
• Viewing Invoices Extracting
• Subscription options
• Failed posting management
• Downloading approved transactions
• Creating/approving invoice packs
• Access to reports
• Set approval thresholds

Edit these user details:

• User name
• Email address
• Role in iCompleat
• Preferred delivery site
• Language

You can also deactivate and reactivate users, and set approval nominees for when users are out of office.

Create and edit the approval workflows your company use for orders, invoices, and credit notes.

Workflow features include:

• Order or invoice/credit note-specific
• Approval group thresholds
• Simultaneous and multiple approval
• Auto-approval
• Custom approval criteria
• Nominated alternative workflow
• Duplicate workflows
• Export workflows to excel

Customise the layouts for orders, invoices, and credit notes.

• See the mandatory/optional layout fields cached from your finance system
• Add and edit the fields that appear on layouts
• Create settings groups of users with customised access to layouts
• Create layouts for Integrated Online Buying suppliers
• Allow processing if invoice total varies from matching order
• (Sage 50 only) Add a balancing line to transactions

Manage the automatic events that happen in iCompleat when transactions are received, created, approved, and denied.

You can use events to influence coding on transactions when certain conditions and thresholds are met.

Events include:

• Send orders to a supplier
• Submit Integrated Online Buying orders
• Email approvers
• Email transaction owners
• Automatically approve or submit a transaction
• Auto-approve transactions
• Apply custom rules to a transaction

View and manage the key settings behind your company.

• Access Behaviour settings
• Manage your finance system connection
• Change your finance year start
• Configure your reference data (if not connected to a finance system)
• Update tax settings
• Cash requirements report settings
• Edit currency mappings
• Choose how invoices and orders are matched
• Edit purchase order template
• Add to your address book
• Import purchase orders in bulk
• Have orders sent to suppliers automatically
• Set up Integrated Online Buying
• Get your company and tenant ID

Toggle key features on and off in iCompleat that determine how it behaves.

• Duplicate invoice checking
• AP operator purchase order access
• Bank detail validation
• Creating suppliers in finance system
• Manual/automatic payment status check
• Alternative workflow logic
• Manual importing of matched order lines to invoices
• Default payment due days
• Approver daily reports
• Operator alerts and reports
• Analysis item display

Configure the notifications your team receive from iCompleat.

• Approver nudges at intervals when transactions require approval
• Approver daily email reports
• AP Operator alerts
• AP Operator daily reports
• Workflow email alerts
• Transaction owner alerts
• Auto-submitted transaction alerts
• Alerts when a transaction cannot be submitted