Admin guides
Getting started guides for Admins on managing your company & users, creating automation tricks, & more!
Getting started
- 1 - Set up your Compleat company
- Log in to Compleat
- Recommended digital invoice format
- 2 - Set up iCompleatBuy
- 3 - Create your first order
Quick start guides
Finance systems
- Connect to Sage 50 (UK edition)
- Connect to Sage 200
- Connect to Sage Intacct
- Connect to Exchequer
- Sage 50 & Compleat connector security
Universal Connector
Hybrid Connector
Managing your connection
- Which Sage connector should I use?
- Configure Sage 200 posting period settings
- QuickBooks disconnected
- Connection status & settings
- Sage 50: Process an invoice after a posting period has closed
Managing your suppliers
Billing & subscription
iCompleatBuy
- Get your Amazon Business Punch-In credentials
- Set up Punch-In for Amazon Business
- Get your YPO credentials for iCompleatBuy
- Get your Browns Books credentials for iCompleatBuy
- Get your Lyreco credentials for iCompleatBuy
Company customization
- Customize users
- Add delivery sites to address book
- Manage events
- Customize layouts
- Customize workflows