Cat Coyne
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Recent activity by Cat Coyne-
Connect to NetSuite
Access your NetSuite tokens 1. Enable Token-Based Authentication (TBA) 2. Access your Consumer Key and Consumer Secret 3. Set up Users/Roles for Token-Based Authorization 4. Access your Token ID a...
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User settings
User permissions explained Global permissions explained Reporting permissions explained Bulk user actions Company access Setting an approval nominee Deactivating and reactivating users Export your...
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Configure Vendors and Clients in Compleat Expenses
Don't have Compleat Expenses yet?Contact Us to get Compleat Expensesor▶️ Watch to learn more Additional fields can be enabled on claim items in the form of Vendors and Clients. The data collected f...
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▶️ Best Behaviour: Get iCompleat to Play by Your Rules - Lunch & Learn Replay
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Connect to Sage Business Cloud Accounting
AP automation in seconds with iCompleat and Sage Business Cloud Switching to a new finance system? Please email us at ClientServices@CompleatSoftware.com to let us know, and we'll look into connect...
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Approve or deny an invoice with a bank detail validation error
How to deal with failed bank detail validation 1. Check if the bank details in your finance system are accurate 2. Contact the supplier 3. Report any fraudulent activity Best practice tips Handle...
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Workflows
Access Workflows Workflows for specific transaction types About approval groups Saving approval groups The Configure Criteria step Mandatory approval comments Criteria and approval thresholds The ...
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Sending invoices to iCompleat
1. Give your e-invoicing email address to suppliers 2. Set up auto forward (optional) Sending invoices FAQs The ultimate guide to iCompleat invoice etiquette This guide shows you how to make sure...
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Compleat Expenses Claim Statuses Explained
Don't have Compleat Expenses yet?Contact Us to get Compleat Expensesor▶️ Watch to learn more Each stage within the claim journey is represented by a claim Status. You can see the status of a claim ...
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▶️ It's Flow Time: Build Showstopping Workflows That Elevate Approvals - Lunch & Learn Replay