Q1 2023 Release Notes

Here's everything that's been added and fixed in Compleat during Q1 2023.

User Experience

• Creating a new order has been made easier, with the layout and supplier now selected within the Requisition form.
• Duplicate function is now available against the transactions within each tray page, i.e., approved POs, click the 3 dots to ‘duplicate’ the PO and raise a new Requisition (except for Punch-out orders previously created).
• Easier navigation to pick the company & switch which company you are in.
• Left navigation to navigate to homepage as opposed to only being able to click on the logo.
• Improved the approve / deny email, i.e., PO approval - Company, Supplier, PO reference, currency, Net, Vat, gross included.

Product functionality & automation

• Supplier Management - control whether you send a Purchase Order to a supplier, or not, upon approval.
• Added matching status into the approval workflow conditions. For example, an invoice ‘match’ could go through auto-approval, invoice overmatch goes on an exception approval workflow to validate before approved and posted to the Finance System.

Company management & configuration

• Workflow improvements: easier to multi-select users to add into groups, criteria, made it simpler to add multiple workflow conditions into an approval step.
• Approvals sorted by A - Z.
• New option to export workflows in actions menu at the bottom of screen.
• Changes in Settings Groups, add users into the group from the same screen, simplifying the process.
• Layouts have been improved, the field configuration screen to select mandatory fields and whether the field should be applied on header or line. We now enforce mandatory fields as a default from the integration Connector.
• Improve layouts – you can chose required layout items, also carries across ERP specific items from ERP connector.
• New Tax Model option, recording TAX in iCompleat and sending the gross values to the finance system (important for schools). Take the Gross value by unit to get a unit cost value. Gross to Net.

Integrations

• New Sage 50 Connector version launched.
• New Sage 200 Connector version (March 2023).
• URL shortening solution - shorten URLs to 60 characters for links to invoices for ERP/accounting solutions (mainly sage 50) (due 18th April).
• Transaction Patch API modification - allow you to change the journal number AFTER it’s been posted and allow to move transaction to posting failure after it’s been put in success tray (due 18th April).
• Predefined custom fields now required to specify genuine value via integrations using custom fields within iCompleat (due 18th April).
• Working on new feature to improve accuracy of line-level matching (coming).