Hello!

Here's what's new this week.

What's new

Matching status pop-out information

It’s frustrating when an invoice doesn’t perfectly match an order, but it happens for lots of reasons. Orders are split into separate shipments, items are cancelled, prices change, discounts are applied… the list goes on. It’s why Compleat matching status exist.

To make it easier for you to understand the circumstances behind each matching status, we’ve added some extra information within the trays. Now, instead of hovering over a matching status in the invoice or order tray to perform extra actions, you can click an icon beside the matching status to see the status & the net, VAT, & gross values of the matching invoice & order.

We hope the extra snippet of information helps you make a decision about how to handle the various kinds of matching scenarios. Whether it’s a part-match or an over-match, we’ve got you covered.

Manage receipting settings in one easy place

Before now you had to switch receipting on and off on a supplier basis, which we know could be pretty time-consuming – especially if you had a big list of suppliers.

We’ve added a new Supplier Configuration area in Supplier Management which lets you simply tick which suppliers in the list you’d like to enable or disable receipting for, meaning you can now configure receipting settings in one fell swoop.

Post invoice to Exchequer as "on hold"

We’ve added the option within layout settings to post invoices to Exchequer as one of the following:

• Always on hold (this is now the default status invoices are posted with)
• Not on hold
• Ask for each invoice

When posting an invoice as “on hold”, it will go to the Daybook in Exchequer, giving you the option to choose when to send it to the General Ledger.

With the option selected to choose for each invoice, AP Operators can tick a checkbox during invoice processing to determine whether an invoice will be posted as “on hold”.

Clickable invoice URL on posted invoices in NetSuite

We’ve added a clickable URL on invoices posted to NetSuite which lets you go straight to the invoice in Compleat from NetSuite.

Configure finance system caching per company

In the Connection area within Company Management you can now configure the finance system caching schedule for individual companies.

"Date Approved" column in "Invoices Approved/Denied" report

We’ve added a Date Approved column in the Invoices Approved/Denied report to give you clarity over when each invoice within a reporting period was approved.

Fixes

Layout name missing from saved orders

If you opened a saved order with an attachment, the layout name was missing from the order details.

Error when checkbox field present on invoice line

If you had a checkbox at line level & update other analysis fields on an invoice, when you clicked back to the summary an error was sometimes occurring.

Posting account codes containing special characters using our API

Account codes containing special characters (like “&” or “/”) were failing to post via our API.

Caching supplier bank details

We’ve fixed an issue where if you attempted to create & save an invoice that contained supplier bank details from the finance system over a certain character limit, the invoice wouldn’t save.

Layout field configuration not saving

If you created a new layout & edited the Field Configuration settings, any changes you made weren’t always saving first time.

Inactive custom codes appearing as active

Some custom codes were still available to use in layout Field Configuration settings, even if they had been made inactive.

Workflow errors with layout criteria

If you create a workflow that had an approval group with criteria relating to a layout & then the layout was updated, transactions would skip the approval group in the workflow.