Cat Coyne
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Recent activity by Cat Coyne-
Activity budgets
How do activity budgets work? Get access to activity budgets Create an activity budget 1. Basic details 2. Activity Budget tracking 3. Alerts Managing activity budgets Interact with an activity b...
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Sage 50 and iCompleat connector security
Here's how Sage 50 connects securely to iCompleatSwitching to a new finance system? Please email us at ClientServices@CompleatSoftware.com to let us know, and we'll look into connector options to m...
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Transfer an invoice or credit note to another company, layout, or transaction type
When and how to use iCompleat's useful Transfer tool The Transfer option on the invoice/credit note summary and edit pages lets you quickly resolve a number of processing issues that can occasional...
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Process an invoice with copied lines
The matching configuration chosen by your iCompleat Administrator may change the number of lines available to code during invoice processing. This is because your Administrator can choose whether a...
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Receipting orders
Receipting an approved order Cancel order lines Leaving order lines open View your receipted orders Matching receipted orders The 'Value mismatch' matching status The 'Receipting outstanding' matc...
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Get your YPO credentials for Integrated Online Buying
You need to follow steps to Set up Integrated Online Buying before you can access and enter your YPO credentials. Already done that? Ignore this and keep reading! Great news! Integrated Online Buyi...
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Get your Browns Books credentials for Integrated Online Buying
You need to follow steps to Set up Integrated Online Buying before you can access and enter your Browns Books credentials. Already done that? Ignore this and keep reading! Nice one! You're ready to...
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Get your Lyreco credentials for Integrated Online Buying
You need to follow the steps to Set up Integrated Online Buying before you can access and enter your Lyreco credentials. Already done that? Ignore this and keep reading! So you've decided to start ...
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Events
Access Events Email alerts Sending orders to suppliers Sending orders to Integrated Online Buying suppliers Auto approving matched invoices Creating custom rules Creating a custom rule using a mis...
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Send an order to a different delivery address
Use the manual address entry feature to send an order anywhere An iCompleat administrator needs to enable the Manual delivery site entry option in the relevant order layout so that order creators...