Cat Coyne
- Total activity 249
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 9
- Subscriptions 106
Articles
Recent activity by Cat Coyne-
Configure Sage 200 posting period settings
1. Adjust the Posting Date behaviour setting 2. Configure the posting date layout field Ensure invoices post to the correct open posting period in Sage 200 A posting period is a period of time al...
-
Order with Punch-In for Amazon Business
How to use Punch-In What happens next? How do I know my order is complete? What if my requisition isn't approved? Why do I get an error message when I try to use Punch-In? A Compleat administrato...
-
Integrate iCompleat with Amazon Business
Set up Punch-In & Punch-Out 1. Activate Integrated Online Buying 2. Sync your connection 3. Enter your Amazon Business credentials 3. Give your team ordering permission 4. Create an Amazon Busines...
-
Enable receipting
Set a company default for receipting Enable or disable receipting for individual suppliers Giver users permission to receipt orders Switch on and configure iCompleat's clever receipting feature K...
-
Supplier settings
Supplier defaults Supplier configuration Extract invoice header and lines Receipting Require matched PO to auto submit invoices Unmap supplier Send transaction to supplier Activating and deactivat...
-
Import PO lines to a part-matched invoice
Copy missing lines from an order to the part-matched invoice When you're processing a part-matched invoice in iCompleat you can use our Import PO lines feature to copy missing lines and their cod...
-
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...
-
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...
-
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...
-
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...