Switch on and configure iCompleat's clever receipting feature

Keep a full and detailed record of items received using iCompleat's receipting feature.

You can receipt fully approved orders line by line before a matching invoice arrives, cancel order lines for items that weren't received, and leave lines open until missing items arrive.

Receipting improves the accuracy of invoice matching. Receipted orders will update to reflect the value of receipted items, meaning iCompleat will match the value of invoices to the receipted value of orders.

Receipting also makes it quick and easy to track and manage your company's spending using iCompleat reports such as All Open Orders, Cash requirements, and Accruals.

Enabling receipting doesn't affect your subscription cost.

In this guide we show you how to enable and disable receipting for your suppliers, and then give specific users the permission to receipt approved orders.

Set a company default for receipting

You can use the Receipting default toggle in Company > Ordering to enable or disable receipting for all of your suppliers at once. That setting will then be used as the default for any new suppliers you add in the future.

You can still go to the Suppliers area to override this setting for individual suppliers if you need to.

To set a company default setting for receipting, follow these steps:

1. On the iCompleat homepage, click Configuration.
2. Click Company.
3. Go to Ordering.
4. Switch the Receipting default toggle on or off.

Enable receipting for individual suppliers

If you don't want to set a company default for receipting using the steps above, you can enable or disable receipting on an individual supplier basis in Suppliers.

You need to be an iCompleat Administrator, Company Administrator, or AP Operator to do this.

Here's how:

1. On the iCompleat homepage, click Suppliers.
2. Go to Supplier configuration.
3. From the drop-down, select Receipting.
4. Select the checkboxes next to the suppliers you want to configure receipting for.
5. Click Enable selected or Disable selected to enable or disable receipting for your selected suppliers.
   
   If the suppliers you selected already have the company default setting applied, you'll see the Company default button with a cross (X) on it. Click it to remove the company default from your selected suppliers.
   
   If the suppliers you selected don't have the company default setting applied, you'll see the Company default button without a cross on it. Click it apply to company default to your selected suppliers.
6. Suppliers with receipting enabled now have a green tick beside them in the list, and suppliers with receipting disabled have a red cross beside them.

Make sure you follow the steps below to give the correct users permission to receipt approved orders.

Give users permission to receipt orders

Once receipting is enabled for a supplier, you need to give the correct users in your company permission to receipt orders.

This is quick and easy. Just go to Configuration > Users > click a user > under the User Access tab on the right, switch on the Can receipt orders toggle, and click Update user.

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