Admin guides

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

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Quick start guides

• Contact Support & view your tickets
• The perfect iCompleat process
• Common invoice processing issues
• Administrator cheat sheet

Finance systems

• Connect to Sage 50 (UK edition)
• Connect to Sage 200
• Connect to Sage Intacct
• Connect to Exchequer
• Sage 50 & Compleat connector security

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Universal Connector

• Upload & manage your reference data
• Enable the Universal Connector

Hybrid Connector

• Enable the Hybrid Cloud 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

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Managing your suppliers

• Supplier management
• Un-map a supplier from an invoice

Billing & subscription

• Manage your billing & payment details
• Upgrade from your free trial
• Manage your Compleat 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

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Company customization

• Customize users
• Add delivery sites to address book
• Manage events
• Customize layouts
• Customize workflows

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