Set up iCompleat without a finance system connection

If you choose to use iCompleat as a standalone system instead of connecting it to accounting software like Sage or QuickBooks, you can use the iCompleat Hybrid Connector to export your invoice data.

The Hybrid Connector lets you upload and manage your reference data directly in iCompleat, and provides the ability to send your invoice data using SFTP or to an email address. This can bypass the need to manually handle your invoice data.

To connect to iCompleat's Hybrid connector, follow these steps.

 

1. On the homepage, click Configuration.
2. Click Company.
3. Go to Connection.
4. Next to Configure new connector, click Configure.
5. Click the Hybrid cloud tile.
6. Select your accounting software from the drop-down.
7. Select which month your financial year starts from the drop-down.
8. Click OK.

You're redirected to the Reference data area where you can upload and manage the codes and information that will populate your invoice and order fields.

Keep reading to find out how to schedule a download of your approved invoice data, and choose whether to email or submit the data to a server via SFTP. 

 

Schedule an invoice download

You can set a schedule for the invoice download so it's emailed to you at a convenient regular time.

 

1. In the Connection area, next to Invoice download scheduler, click Change.

2. Select from the drop-down whether you can to generate a download daily, weekly, or Never.

   
3. Choose a convenient time for the download.
4. Click Save.
5. Once scheduled, the download will be available in the Invoice download area. 

6. You now need to give the correct users access to the Invoice download feature so they can access the downloads. Click here to see how.

 

Choose where to send the invoice data

You can send your scheduled invoice data in one of two ways:

• Send a download link to an email address
• Send to a server using SFTP

 

1. (Optional) Send the data to an email address

Type the email address you'd like the download to be sent to, and click Save.

 

 

2. (Optional) Invoice Download SFTP Integration

 

Input your SSH Endpoint and login credentials, and click Save.

 

 

Your company is now using iCompleat's Hybrid Connector!

If you haven't done so already, we recommend you upload and manage your reference data. Your reference data is all of the useful data that populates fields on orders and invoices, like account codes, tax codes, departments, locations and supplier details.

 

 

 Still got questions? Comment below and let us know how we can improve this guide.