Latest Release Notes
Find out about our latest releases, product updates, fixes & changes.
- 8th October 2021
- 24th September 2021
- 21st September 2021
- 30th July 2021
- 16th July 2021
- 2nd July 2021
- 18th June 2021
- 4th June 2021
8th October 2021 Release Notes
Hello there, here are our latest updates...
Edit invoice download format
We've put live functionality that now allows Universal connector users to edit their invoice download data & formatting.
You can now alter the columns & filter fields to customize the structure of your invoice download. For more information, see our guide on how to customize & download your invoice data.
New address book for ordering
If you're a user of a finance system that does not allow for multiple addresses to be specified when ordering, your prayers have been answered! Yes, in iCompleat, you can now add multiple delivery addresses for your orders which may not be available to select from in your finance system.
Check out our guide on how to add delivery sites to address book.
Sage Intacct connector supports multiple tax jurisdictions
We've upgraded our Sage Intacct connector to support multiple tax solutions across companies on iCompleat. Sage Intacct users can be rest assured that the relevant tax codes will feed into their company depending on the tax jurisdiction specified in Sage Intacct.
'Deliver to' field not showing on orders
We've applied a fix where users of our Universal Connector weren't getting the 'Deliver to' field populated on their orders.
PDF preview not displayed in "documents nearly ready" option
We've patched the PDF preview of documents that are passing through our invoice capture system.
Previews of each invoice can now be viewed in the banner at the top of the Unprocessed Tray.
Transferring invoice number
24th September 2021 Release Notes
Thanks for stopping by, please find below some of our recent updates.
Just to note, we released a larger update recently, please view 21st September 2021 Release Notes for more information.
Enhancements to Sage 200 connector
We have updated iCompleat's Sage 200 connector to coincide with the development upgrades that Sage made in their 200 Professional (2021 R1) update.
Processing tray filter settings
A fix has been applied to resolve an issue where tray filtering wasn't saving between invoices.
21st September 2021 Release Notes
Lots to cover this release! As some of you may know, we held back a ton of updates & bug fixes from August that we've now fired into iCompleat existence! Check them out below.
Single sign on with Azure Active Directory
Single sign on is now available to use in iCompleat! With AAD, there's no need for multiple account passwords, just use your Azure platform to single sign-on your users in iCompleat.
If you're interested in configuring this yourself, make sure to check out our article on authenticating single sign-on with Azure Active Directory.
Your Resource Center has moved a few inches north!
The iCompleat Resource Center (that little green question mark icon on the homepage) has a new home next to your name in the top-right.
It looks a little different, but has exactly the same features as before: a search bar for browsing our help guides, plus a button to contact us & submit a ticket.
Here’s how submitting a ticket looks now:
...And here’s how to search our Help Center.
New design for our reports
For those using our new user interface, our reports have been given a fresh new look! Now with a smoother design with greater filter & customization capabilities.
For those not currently using our new UI, you can make the switch by clicking the banner at the top of your screen.
Admin users can now decide who receipts orders
We added the option to receipt orders a few months ago & we’ve been listening closely to your feedback so that the receipting feature can evolve in line with your needs & experience.
That’s why we’re giving admin users control over which users can perform receipting. The new can receipt orders permission sits in a user’s profile under the User access tab & lets admin users switch a user’s access to receipting off & on at a moment’s notice.
Previously, all users who can create orders had access to the receipting feature, but this finer level of control reflects the nuanced needs of every finance department.
To access the permission, go to Configuration > Manage users > click a user & find the permission under User access on the right.
We've aimed to resolve a number of small bugs in the system that have been bothering us (and you) for a little while. These have all been fixed & the system is running a lot happier.
Invoices being incorrectly flagged as duplicates
Some customers were seeing invoices in the Unprocessed tray being incorrectly identified as having a duplicate invoice reference number.
Error when posting approved invoices to NetSuite
Some customers connected to NetSuite were experiencing connection issues that were preventing fully approved invoices from being posted.
Summary of PO missing status bar after edit
An issue was resolved where, updating the supplier defaults on an invoice would cause the matching status & icon from displaying when returning to the invoice summary screen.
Workflow button is not shown after deleting a line & saving PO
We've resolved a bug where, when adding & deleting lines on a purchase order, the workflow button would not shown after deleting a line then saving the order.
'That didn't work' page shown when editing PO
An issue has been resolved where, when using a punchout supplier, editing the order & changing the supplier to a non-punchout, the 'That didn't work' page is displayed.
Not showing invoice details when clicking button
We've fixed a bug where when selecting the 'show details' link in invoice summary, against the 'This invoice had its PO reference edited' is not showing appropriate data.
Transfer & Import PO buttons overlapping
A user interface fix have been applied where the 'Transfer' & 'Import PO' buttons would overlap when using Quick Actions on an invoice.
Invoice Pack not displayed until page refresh
We've fixed a bug where when creating an invoice pack for the first time, it doesn't display on the grid until the page is refreshed.
Company name disappears in drop-down
We've fixed the company name disappearing in the drop-down when transferring an invoice in the unprocessed tray.
Invoice tray filters not saving
A small bug was resolved where filters were sometimes not saving when navigating between the invoice tray tabs.
Accruals report failed export
An issue has been fixed where a report was failing to export.
Cannot edit & save invoice
A bug has been squished where a user could not save changes to their invoice when changing the coding & date of the invoice.
30th July 2021 Release Notes
We're making iCompleat faster
Our list of feature updates is a little thin on the ground this week, but there’s a good reason for that. We’re working hard on behind-the-scenes improvements to make iCompleat generally run faster & more efficiently.
We hope that these enhancements to our service will come into effect soon. In the meantime, we thank you for your patience while we make iCompleat better for everyone.
Join the discussion in our Community!
A couple of weeks ago we launched our iCompleat Community - a place to meet your peers, have your say, & feel a little less alone in this strange & wonderful world of AP automation.
Join the Community today & submit feature requests, discuss our latest releases, chat about whatever takes your fancy & mingle with a bunch of lovely iCompleat-lovin’ folks like yourself.
Invoices being flagged as duplicates
Some customers were not seeing duplicate invoices flagged up in iCompleat, & were able to process duplicate invoices.
Inactive suppliers caching to iCompleat from Sage 50
Some customers connected to Sage 50 were seeing inactive suppliers being cached into iCompleat.
16th July 2021 Release Notes
Come & chat to your peers in the iCompleat Community!
Do you ever log in to iCompleat & wonder: “Am I alone? Is there anyone else out there? Do other people actually process invoices here or am I the unfortunate guinea pig in an elaborate social experiment? Also why did they put that button there?!”
You’re finally about to get some answers!
Yes, there are other people out there! (Thousands of you, in fact.) No, you’re not part of an elaborate social experiment. And we’re sorry about the button.
Introducing... the iCompleat Community! A place to meet your peers, have your say, & feel a little less alone in this strange & wonderful world of AP automation.
Join the Community today & submit feature requests, discuss our latest releases, chat about whatever takes your fancy & mingle with a bunch of lovely iCompleat-lovin’ folks like yourself. We might even get that button sorted for you…
Create rules using your custom codes
You can now create more detailed rules in Manage Events with the addition of custom codes & any extracted header information!
Until now, custom rules criteria was limited to the codes & analysis items iCompleat caches from your finance system, but we wanted to extend that include all of the detailed & useful information that affects your transactions.
You can now create rules based on both the unique custom codes that you create, plus any data that iCompleat extracts from invoice headers. This could include supplier email address, bank names, IBAN numbers & more.
Go forth & automate!
We can handle your gigantic list of suppliers
In the past, we’ve not always been able to successfully cache over particularly long lists of +1000 suppliers from a finance system to iCompleat, with some suppliers simply slipping the net & not making it through the cache.
We’ve made vast improvements to the way we cache over suppliers & we’re excited to tell you that we can now seamlessly cache that whopping list of suppliers of yours into iCompleat in its entirety.
Choose the supplier types you'd like to cache from Sage Intacct
As a Sage Intacct user, it’s likely that you use its handy feature to split your suppliers into different types. We’ve now added the ability to choose exactly which of these supplier types you’d like to cache into iCompleat & which ones you aren’t concerned about using here.
All of our customers connected to Sage Intacct must disconnect & connect again to Sage Intacct following this update, regardless of whether they’d like to make use of the supplier type selection feature or not.
The new connection process includes 2 addition steps:
Adding a new permission to your web services user role in Sage Intacct (Accounts Payable > Ap Terms > tick the View checkbox)
Choosing the supplier types you’d like to cache from Sage Intacct
Sage 200 payment due dates
iCompleat wasn’t posting payment due dates from iCompleat to Sage 50, & the payment due date wasn’t available on the invoice editing page to be viewed & amended.
NetSuite account codes not caching correctly
iCompleat was caching account codes from NetSuite with incorrect values. This has been resolved.
2nd July 2021 Release Notes
Enhanced filtering by companies in order & invoice trays
If you’ve got multiple companies set up in iCompleat, this update is for you.
We’ve enhanced the filtering drop-down within the invoice and order trays so instead of only being able to filter by all records or just the ones relating to the current company you’re currently in, you can now select multiple companies.
Simply click the drop-down, choose one or more companies, and watch the tray re-organise.
This should make it 100x easier for you to not only drill down to the transactions you’re after, but also get a quick overview of what’s what in each of your companies.
Enjoy the update!
Here's a bunch of extra criteria for creating custom rules!
Custom rules in Manage events are one of the coolest features behind iCompleat’s automation smarts, letting you influence the behaviour of your company with razor-sharp precision.
We’ve just added a new bunch of criteria to play with, putting the power in your hands to create custom rules based on these invoice header details:
Supplier email address
Bank sort code
Bank account number
What’s more, you can now make rules influence to the entire transaction, rather than simply the header or line. This includes being able to transfer the invoice to a new company based on custom criteria. More on that below!
Automatically transfer transactions to another company based on custom codes
We recently launched the new Transfer button giving you the power to send transactions to another company, or change the transaction type from invoice to credit note, & vice versa.
Now, that process can be automated! If you regularly receive invoices or credit notes that you’d like to direct to a different company within iCompleat for processing based on certain criteria, then a quick automation rule could be just the ticket.
To set up your rule, simply go to Manage events, and make these selections:
Then begin creating a new custom rule, beginning with the criteria that you’d like iCompleat to use for transferring invoices to a different company. We’re using the supplier email address in this example:
Next, configure the actions to be taken. In the drop-down under …then perform these actions, choose to the transaction.
A popup appears letting you choose which company to transfer the transaction to:
Save the rule, and you’re all set!
All invoices that meet the criteria you selected will be automatically transferred to the company you select as soon as they arrive in iCompleat.
Sage Intacct validation error
The credit note or invoice date was getting removed from the editing page, causing a validation error when processing.
US date format error on invoices
When changing the currency on an invoice to US Dollars, the date on the invoice was automatically converting to the US format (mm/dd/yyyy).
18th June 2021 Release Notes
Just a few bugs squashed this week. 🦟
Stay tuned for exciting updates soon!
Sage 50 (UK) Payment due date not being posted
Our Sage 50 UK connector wasn’t posting payment due dates from iCompleat to Sage 50.
Supplier email address not auto-populated for Event
When you had an Event set up so that approved orders are sent to the supplier using the supplier’s email address from your finance system, when you created an order the email address wasn’t automatically populated.
Auto-correct totals option not available
Some customers weren’t seeing the option to correct totals when editing unprocessed invoices.
4th June 2021 Release Notes
Change the PO number on an invoice & get matching back on track!
Can you feel a tingling sensation in your fingertips?
Oh, that’s just your new superpower to edit the PO number on invoices coursing through your veins! And that swishing sound you hear is the capes of a thousand other AP Operators triumphantly circling the skies in celebration...
Back on earth, an incorrect PO number on an invoice can turn a good day for an AP Operator into a troublesome one. Suppliers adding the wrong PO number to an invoice, or simply making a typo, can interfere with matching and create extra work.
Now, you can swoop to the rescue. Simply click the new editing button beside the PO number on the invoice editing page, enter the correct one, hit Save, and you’re back on track.
iCompleat will automatically perform matching again and locate the correct PO, and you can get on with the more important stuff in life.
*Cape not included in feature update
Crack down on credit notes pretending to be invoices
Invoices or credit notes having an identity crisis are a thing of the past! We’ve just added the life-saving option to turn a credit note pretending to be an invoice into a credit note, and vice versa.
This glitch occurs when our Capture software processes an invoice as a credit note, or the other way round. This can be for a number of reasons, including suppliers creating credit notes that look strikingly similar to invoices. Occasionally a document does slip through our net into iCompleat wearing the wrong shoes, and we wanted to give you the power to fix it quickly.
Now, simply open the offending document from the Unprocessed tray, and hit Transfer. Choose the correct transaction type from the middle drop-down, hit Transfer again, and hey presto! Your transaction is living its best life in its rightful footwear. (Is it just us, or is a credit note a casual loafers kind of guy?)
If you only have one credit note/invoice layout, iCompleat will automatically apply that layout. If you have multiple layouts available, you’ll be able to select which one to apply to the transaction before you make the transfer.
Transfer an invoice or credit note from the edit page
After we launched the new Transfer feature on the invoice summary page, we had a few requests to add the button to the invoice edit page, too.
You asked, we delivered!
Supplier code column on invoice downloads
We heard that you wanted to see the supplier code on your invoice downloads, so we added a column right before the supplier name that will appear in your .csv exports.
We hope this gives you clarity and peace of mind when you're importing invoice data into your accounting software!
Choose to post invoices to Sage Intacct as Drafts or Submitted
We understand that you might want to carry out further action on invoices once they arrive in Sage, so we’ve added the option to submit invoices to Sage either as Drafts or Submitted invoices.
iCompleat Administrators can choose whether their company will post invoices to Sage
as Drafts or Submitted invoices in Company settings > Connection. Just look for the Posting toggle.
Sage Intacct Dimensions now display in iCompleat under their correct names
When iCompleat cached your Dimensions from Sage Intacct, it was automatically changing their names to correspond with iCompleat’s default fields. We’ve changed this so that your correctly named Dimensions will always display in iCompleat.
Invoice download button not working
The button to download a batch of invoices in the Invoice download area was unresponsive.
Sage Intacct Project & Department codes displaying the code description, but not the name
iCompleat was caching the Project & Department codes from Sage Intacct but was displaying only the code description, not the code name, on transactions and under drop-downs.