Hello!

Here's what's new this week..

What's new

Order options for better matching clarity

We’ve added a new Order Options feature to help give you a better picture of why an order has been matched to an invoice.

Whether it’s a part-match, over-match, or a perfect match, the Order Options menu is there to give you the full picture.

Just click on an invoice in any tray, hit Order Options at the bottom, & you can view the corresponding order’s Documents & Timeline, or see the original order itself – without even having to leave the invoice.

Sage 200c Pro 2022 R1 Connector

We’ve created a new connector for customers using Sage 200c Pro 2022 R1.

Click here to see how to upgrade your Sage connector.

Exchequer Connector

We’ve created a new connector for Exchequer. Customers using the Exchequer finance system can now integrate it with Compleat for the full P2P experience!

Click here to see how to connect.

Hybrid Cloud: Upload your reference data via Sftp

If you’re using our Hybrid Cloud connector you can now upload & maintain your reference data via Sftp, making it quicker & easier to manage updates to your data within Compleat.

Just go to the Reference Data area in Compleat, & click Sftp in the left-hand menu.

Once you've turned on the toggle, fill in your SFTP server URL, the file paths where your reference data is stored within your SFTP, & your SSH authentication key.

Be sure to click Save.

Your reference data appears in Compleat!