Latest release notes


Find out about our latest releases, product updates, fixes & changes.

  • 2nd September 2022
  • 26th August 2022
  • 8th July 2022
  • 17th June 2022
  • 27th May 2022
  • 13th May 2022
  • 3rd May 2022
  • 19th April 2022
  • 29th March 2022
  • 18th March 2022
  • 4th March 2022
  • 22nd February 2022
  • 28th January 2022
  • 14th January 2022
  • 28th January 2022
  • 17th December 2021
  • 3rd December 2021
  • 19th November 2021
  • 5th November 2021
  • 25th October 2021
  • 8th October 2021
  • 24th September 2021
  • 21st September 2021
  • 30th July 2021
  • 16th July 2021
  • 2nd July 2021
  • 18th June 2021
  • 4th June 2021

2nd September 2022 Release Notes

Hello!

Here's what's new this week.

 

What's new

NEW!

See the matching invoice inside an order

We’ve added an invoice preview button on the order summary page to give you quick access to the order’s matching invoice.

Just open an order that’s matched to an invoice, click the eye button in the bottom-left under the matching invoice header, & a preview of the invoice PDF appears.

NEW!

Link a credit note to an invoice

link_credit_note_to_invoice.gif

You can now link a credit note to an invoice, giving you & other users clarity over what transaction a credit note is related to.

Just open a credit note from any tray, open the Actions menu in the bottom-right, & click Link Invoice.

A list of invoices from the same supplier appears. Just select the correlating invoice & click Link.

A record & details of the credit note being linked to the invoice will now appear on the Documents & Timeline page of both the credit note & invoice.

26th August 2022 Release Notes

Hello!

Here's what's new this week.

 

What's new

NEW!

Matching status pop-out information

matching_pop-out.gif

It’s frustrating when an invoice doesn’t perfectly match an order, but it happens for lots of reasons. Orders are split into separate shipments, items are cancelled, prices change, discounts are applied… the list goes on. It’s why Compleat matching status exist.

To make it easier for you to understand the circumstances behind each matching status, we’ve added some extra information within the trays. Now, instead of hovering over a matching status in the invoice or order tray to perform extra actions, you can click an icon beside the matching status to see the status & the net, VAT, & gross values of the matching invoice & order.

We hope the extra snippet of information helps you make a decision about how to handle the various kinds of matching scenarios. Whether it’s a part-match or an over-match, we’ve got you covered.


Manage receipting settings in one easy place

Before now you had to switch receipting on and off on a supplier basis, which we know could be pretty time-consuming – especially if you had a big list of suppliers.

We’ve added a new Supplier Configuration area in Supplier Management which lets you simply tick which suppliers in the list you’d like to enable or disable receipting for, meaning you can now configure receipting settings in one fell swoop.

 

Post invoice to Exchequer as "on hold"

We’ve added the option within layout settings to post invoices to Exchequer as one of the following:

  • Always on hold (this is now the default status invoices are posted with)
  • Not on hold
  • Ask for each invoice

When posting an invoice as “on hold”, it will go to the Daybook in Exchequer, giving you the option to choose when to send it to the General Ledger.

With the option selected to choose for each invoice, AP Operators can tick a checkbox during invoice processing to determine whether an invoice will be posted as “on hold”.

 

Clickable invoice URL on posted invoices in NetSuite

We’ve added a clickable URL on invoices posted to NetSuite which lets you go straight to the invoice in Compleat from NetSuite.

 

Configure finance system caching per company

In the Connection area within Company Management you can now configure the finance system caching schedule for individual companies.

 

"Date Approved" column in "Invoices Approved/Denied" report

We’ve added a Date Approved column in the Invoices Approved/Denied report to give you clarity over when each invoice within a reporting period was approved.

 

Fixes

FIXED!

Layout name missing from saved orders

If you opened a saved order with an attachment, the layout name was missing from the order details.

FIXED!

Error when checkbox field present on invoice line

If you had a checkbox at line level & update other analysis fields on an invoice, when you clicked back to the summary an error was sometimes occurring.

FIXED!

Posting account codes containing special characters using our API

Account codes containing special characters (like “&” or “/”) were failing to post via our API.

FIXED!

Caching supplier bank details

We’ve fixed an issue where if you attempted to create & save an invoice that contained supplier bank details from the finance system over a certain character limit, the invoice wouldn’t save.

FIXED!

Layout field configuration not saving

If you created a new layout & edited the Field Configuration settings, any changes you made weren’t always saving first time.

FIXED!

Inactive custom codes appearing as active

Some custom codes were still available to use in layout Field Configuration settings, even if they had been made inactive.

FIXED!

Workflow errors with layout criteria

If you create a workflow that had an approval group with criteria relating to a layout & then the layout was updated, transactions would skip the approval group in the workflow.

8th July 2022 Release Notes

Hey there!

Here's what's new this week.

 

What's new

NEW!

Posting failures visible to customers using our APIs, & the Hybrid Cloud & Universal connectors

Posting_failures_tab.png

Customers using Compleat with an API connection, or connected via the Hybrid Cloud or Universal Connectors, can now view the Posting Failures tray in Manage Invoices, provided they’ve been given access by an Administrator in their user permissions.

 

Fixes

FIXED!

Partially receipted transactions in the Accruals report

If a transaction was partially receipted with a date in the past, an error occurred if you tried to drill down to the transaction’s lines in the Accruals report.

FIXED!

Matched invoices & orders displaying as Part Match

Some customers were getting the Part Match status on invoices & orders that were fully matched because the VAT was being calculated incorrectly.

17th June 2022 Release Notes

Hello!

Here's what's new in Compleat this week.

 

What's new

NEW!

An update on our makeover!

You might be aware that we’ve been sprucing up the Compleat user interface to make it easier on the eye & a more intuitive experience for our customers.

We’re grateful for all the honest feedback we’ve already had, & we’re pleased to tell you that we’re closer than ever to perfecting our Compleat-ly new look & feel!

If you’ve been keeping an eye on our progress, you will have seen the new modular homepage we’ve been trying out:

iCo_homepage.png

 

Fixes

FIXED!

US posting date format

For customers in the US, transactions were posting to the finance system in the UK date format (dd-mm-yy) rather than the US date format (mm-dd-yy).

27th May 2022 Release Notes

Hey there! 👋

Here's what's new & fixed in Compleat this week.

 

What's new

NEW!

Export your invoice & order trays to .csv

Export_tray_to_Excel.png

We’ve added a button in the top-right of your order & invoice trays that lets you export the tray contents to .csv for your own reporting & analysis purposes – or simply to marvel at your perfectly organized & detailed data in all its glory!

 

NEW!

Jump to Compleat transactions from Sage 200

We’ve added a clickable URL to transactions Compleat posts to Sage 200 that will take you to the original transaction in Compleat.

 

Fixes

FIXED!

Grid filtering

If you filtered the grid in the invoice or order tray by a PO number & there were two transactions in the tray containing that number (ie. Duplicate invoices or orders) only one would be shown after the filter was applied.

13th May 2022 Release Notes

Hello!

Here's what's new this week.

 

What's new

NEW!

Customize your columns!

You can now customize, filter & sort the columns in your invoice & order trays to give you a personalized view of transactions.

This includes being able to sort the results in the grid by ascending or descending order, select which columns they want to see & hide, & filter the results in the grid by custom criteria.

Their preferences will be saved the next time you log in, & you can reset them any time by hitting the Reset Columns button.

 

NEW!

Line description in the Accruals report

We’ve added transaction line descriptions into the Accruals report so that you know exactly what you’re accruing.
 

NEW!

Alphabetical ordering in invoices packs

To give invoice packs a more logical order, we’re going to order them in alphabetic order by supplier name to make, & then by invoice date, with the oldest invoices appearing first.
 

Fixes

FIXED!

US Sales Tax model gross posting

For customers in the US using the new sales tax model with the setting enabled to post gross sales tax, multiple tax values weren’t appearing as options for coding invoices.

 

FIXED!

API displaying as Hybrid Cloud connector

When connected to Compleat via API & viewing the Switch Companies screen, some customers were seeing the API connector listed as the Hybrid Cloud connector.

 

FIXED!

Contact address form in Billing & Contacts

When attempting to set the contact address in the Billing & Contacts area, the Country drop-down wasn’t available to select.

 

FIXED!

Sage Business Cloud connection failure

Some customers were unable to make a new connection to Sage Business Cloud.

 

FIXED!

Sales tax/GST code displaying incorrectly for US & AUS customers

Tax was appearing as VAT on invoices for customers in the US & Australia, when it should have been displayed as Sales Tax & GST respectively.

 

FIXED!

VAT appearing on lines when set to header

Some customers encountered VAT appearing on invoice lines as well as the header, when it was set to appear only on the header.

3rd May 2022 Release Notes

Hello!

Here's what's new this week.

 

What's new

NEW!

Percentage variance on layouts

Previously, you could use the Variance tab in your invoice layouts to specify a variance value. This meant Compleat could ignore slight variances in tax & matching totals between invoices & orders.

We’ve introduced the ability to specify a variance by the percentage of the invoice total. For example, you could now add a tax variance of 5%, meaning Compleat won’t flag up tax discrepancies between invoices & orders that differ by 5% of the invoice total.

19th April 2022 Release Notes

Hello!

Here's what's new this week...

 

What's new

NEW!

Order options for better matching clarity

We’ve added a new Order Options feature to help give you a better picture of why an order has been matched to an invoice.

 

Whether it’s a part-match, over-match, or a perfect match, the Order Options menu is there to give you the full picture.

Just click on an invoice in any tray, hit Order Options at the bottom, & you can view the corresponding order’s Documents & Timeline, or see the original order itself – without even having to leave the invoice.

 

NEW!

Sage 200c Pro 2022 R1 Connector

We’ve created a new connector for customers using Sage 200c Pro 2022 R1.

Click here to see how to upgrade your Sage connector.

 

NEW!

Exchequer Connector

We’ve created a new connector for Exchequer. Customers using the Exchequer finance system can now integrate it with Compleat for the full P2P experience!

Click here to see how to connect.

 

NEW!

Hybrid Cloud: Upload your reference data via Sftp

If you’re using our Hybrid Cloud connector you can now upload & maintain your reference data via Sftp, making it quicker & easier to manage updates to your data within Compleat.

Just go to the Reference Data area in Compleat, & click Sftp in the left-hand menu.

Once you've turned on the toggle, fill in your SFTP server URL, the file paths where your reference data is stored within your SFTP, & your SSH authentication key.

Be sure to click Save.

Your reference data appears in Compleat!

 

29th March 2022 Release Notes

Hello!

We're making exciting headway with our new user interface, which means our general product updates are a little thin on the ground this week.

If you haven't already, check out our new UI currently under construction by clicking the green banner at the top of the Compleat homepage.

Here are the bugs we've fixed this week.

 

Fixes

FIXED!

Error when resetting invoice download format

When clicking Reset configuration to return the invoice download template to the original format, some users were encountering an error.

 

FIXED!

Invoice download Account Code field

The Account Code field in invoice downloads wasn't displaying any account codes for some users.

 

FIXED!

Button position on approved Xero invoices

When viewing an approved invoice, the View in Xero button was in the wrong position, making navigating to the approved invoice in Xero a little difficult.

 

FIXED!

Unable to save invoices after manually adding a supplier

A small number of AP Operators encountered issues saving invoices after manually entering the supplier.

18th March 2022 Release Notes

What's new

NEW!

Transaction URL in invoice downloads

We’ve added a URL that links directly to a transaction from within invoice downloads. The URL appears in a column in the download, which you simply need to click to go straight to the transaction in Compleat.

To add the column to your invoice downloads, go to Invoice download,  click Edit invoice download format, & then click Reset configuration. You can then choose your desired fields again by clicking the 3 dots beside a column title. You'll now see Direct URL as an available option.

 

Fixes

FIXED!

VAT not updating on invoice summary header values

The VAT wasn’t being calculated and displayed at header level on the invoice summary page for a small number of users.

 

FIXED!

Error sending supplier defaults using API connector

We’ve fixed an issue where certain supplier defaults weren’t being sent via our API connector.

 

FIXED!

Error pages & Compleat logging out

Some customers encountered a temporary drop in system performance, with error & loading pages preventing them from being able to use Compleat as normal., and some users occasionally getting logged out.

 

FIXED!

Sage 50 users receiving supplier reference warnings

Some Compleat customers connected to sage 50 were seeing the warning message: “Your supplier reference number is not unique” on invoices when the supplier reference was unique.

 

FIXED!

Posting failures

Some customers connected to Sage Intacct, QuickBooks & Sage 200 encountered posting failures.

 

FIXED!

Duplicate invoice warnings

A small number of users weren’t receiving warnings for duplicate invoices.

4th March 2022 Release Notes

We mainly fixed bugs this week while we work hard on creating Compleat's brand new look & feel. Keep coming back so you don't miss an exciting update!

 

What's new

NEW!

See code & description of fields

If you're using the Universal Connector, Hybrid Connector, or an API connection, you'll now see both the code name & description you're viewing codes to apply to your transactions, rather than just the code name.

 

Fixes

FIXED!

Invoice pack download issue

Some Compleat users encountered errors when attempting to download particular large invoice packs.

 

FIXED!

Workflow steps duplicating

Workflow steps were duplicating multiple times within a single workflow for some Compleat users.

 

FIXED!

Automatic part matching

Invoices were automatically part-matching to orders even though they were a full match for a small number of Compleat users.

 

FIXED!

Invoices failing to post to Sage 200

Some Compleat users were encountering posting failures when Compleat attempted to post approved invoices to Sage 200.

 

FIXED!

Accruals report export missing a field

When exporting results from the Accruals report to Excel, the current approver details were missing from the export.

 

FIXED!

Failed payment status checks

A small number of Compleat users encountered failed payment status checks on approved invoices.

22nd February 2022 Release Notes

We mostly fixed bugs this week while we're working on bigger updates behind the scenes, including some exciting updates to our new UI. Keep your eyes peeled!

 

Fixes

FIXED!

Invoice download demo format

The demo Excel download that let you review your edits to the download format wasn't correctly displaying updates.

 

FIXED!

Compleat Android app errors

We fixed some errors in the Compleat Android app, including a missing tax drop-down when editing invoices. 

 

FIXED!

Error when trying to view an invoice pending arrival in Compleat

In the list of documents pending arrival in Compleat (behind the green banner in the invoice tray), clicking a pending invoice sometimes caused an error & the invoice preview didn't appear.

 

FIXED!

QuickBooks connection issue

Compleat was frequently disconnecting from QuickBooks for a number of customers.

 

FIXED!

Duplicate invoice reference checks

Deleted invoices weren't excluded from invoice reference checks, resulting in incorrect duplicate supplier reference warnings when a new invoice contained an identical supplier reference to a deleted invoice.

 

FIXED!

Error viewing Approved tray 

A small number of customers were encountering an error when trying to open the Approved tray, with the tray appearing empty despite there being invoices to approve.

 

FIXED!

Sage 50 layouts

A very small number of customers connected to Sage 50 encountered layout errors.

 

FIXED!

Manually creating a supplier

If you manually created a supplier while processing a transaction & saved the transaction, an error would occur if you didn't have manual supplier posting enabled.

28th January 2022 Release Notes

Introducing: Punch-In by Amazon Business!

MicrosoftTeams-image (1)-1

Want to upgrade your purchasing process without your buyers even noticing?

Punch-In provided by Compleat Software & Amazon Business is here!

Punch-In by Amazon Business makes sure every purchase you make is fast tracked for P2P automation in Compleat.

Simply log in to Amazon Business, add items to your basket, head to the checkout, & Amazon will send your order to Compleat, ready to be coded, approved, & submitted.

Find out more & start punching in!

14th January 2022 Release Notes

Happy new year! 🥂

We took a short break for the festive period, so we've focussed most of our efforts recently on fixing the odd bug & making exciting plans for 2022.

Watch this space!

 

What's new

NEW!

Hide paid invoices from invoice packs

Hide_paid_invoices.gif

If your company has the Automatic payment status check feature enabled, you can now choose to prevent paid invoices from appearing available to add to invoice packs. This ensures you’re never at risk of adding an invoice to a payment run when it’s already been marked as paid in your finance system. Handy, right?

To switch this feature on, just go to Configuration > Company management > Behavior settings, & switch on the Hide paid invoices when creating invoice packs toggle.

 

Fixes

FIXED!

Order justification comment character limit

Some Compleat users were unable to submit orders for approval because there was no character limit for the justification comment, & longer justification comments were causing an error. We’ve added a character limit to stop this happening again.

 

FIXED!

Custom fields in multi line rich text format causing errors

Some Compleat users with custom fields set up in multi line rich text format were seeing an error page after entering text in the field, & then saving an order or invoice.

 

FIXED!

Incorrect payment reference number attributed to Sage Intacct transactions

A small number of customers connected to Sage Intacct were encountering incorrect payment reference numbers attributed to invoices marked as ‘Paid’ in Sage Intacct.

 

FIXED!

Sage 50 posting failures

Some Compleat users connected to Sage 50 were still seeing invoices in the Posting Failures tray after they’d been successfully posted.

 

FIXED!

Subscription payments filtering

The filtering & sorting options in the Payments grid within the Subscription area weren’t working.

 

FIXED!

Mobile app login issues

Some customers were unable to log in to the Compleat mobile app, but we’ve now fixed the issue causing the error.

 

FIXED!

Invoices per day report 'Date submitted' column missing

The ‘Date submitted’ column in the invoice grid in the Invoices per day report was blank. We’ve fixed it so that the report now shows you all the handy information you need to know when reviewing your invoice data.

 

FIXED!

Sage 50 overnight caching issues

A very small number of Compleat users connected to Sage 50 were experience caching issues overnight where certain data like suppliers & account codes weren’t being cached.

 

FIXED!

Invoice downloads not including PO numbers

The PO number field against invoices in invoice downloads was appearing blank even if the invoice was matched to a PO.

 

FIXED!

UK date format on US purchase orders

The date format on purchase orders was incorrectly displayed in the UK format (dd/mm/yyyy) rather than the US format (mm/dd/yyyy) for Compleat users in the United States.

 

FIXED!

Compleat Help button covering other screen elements in the new UI

The Help button in Compleat’s new UI was appearing over the top of other buttons & preventing users from interacting with them.

 

FIXED!

Supplier drop-down not auto-filled when manually matching

When using the Find a Po feature to search for a PO to match to an invoice from the invoice tray, the Supplier drop-down wasn’t automatically filled with the supplier name from the invoice.

 

FIXED!

Empty 'Supplier' list in the Supplier activity report in the new UI

When reviewing the Supplier Activity report in the new UI, some Compleat customers were seeing a blank grid. Other reports in the new UI were returning no results when a ‘Supplier’ filtering option was available.

 

FIXED!

Accounts IQ posting errors

Some customers connected to Accounts IQ encountered posting errors from Compleat. The cause of these errors has now been identified & resolved.

 

FIXED!

Single digit invoice numbers causing duplicate reference warnings

A small number of Compleat users with the ‘Supplier reference' feature enabled were encountering duplicate supplier reference warnings against invoices containing a single digit invoice number.

 

FIXED!

Caching Sage 50 closed projects

Compleat was caching closed projects from Sage 50 for a small number of users.

 

FIXED!

Error when deleting an action from an Event

When editing Events, some Compleat users were getting an error message when attempting to delete an action from the Event.

28th January 2022 Release Notes

Introducing: Punch-In by Amazon Business!

MicrosoftTeams-image (1)

Want to upgrade your purchasing process without your buyers even noticing?

Punch-In provided by Compleat Software & Amazon Business is here!

Punch-In by Amazon Business makes sure every purchase you make is fast tracked for P2P automation in Compleat.

Simply log in to Amazon Business, add items to your basket, head to the checkout, & Amazon will send your order to Compleat, ready to be coded, approved, & submitted.

Find out more & start punching in!

17th December 2021 Release Notes

Hello!

Here's what's new in Compleat this side of Christmas. 🎄

 

What's new

NEW!

Sage 200: Better control over posting date settings

Posting_date.jpg

We've added an editable Posting date field to invoice layouts to give you greater control over the posting of your invoices to Sage 200.

The Posting date field appears on the invoice header, & can be edited when necessary to post an invoice to Sage 200 within the correct open posting period.

If you're a Compleat Administrator, you need to configure your Sage 200 posting date settings to benefit from this update.

 

Fixes

FIXED!

Invoice 'duplicate reference' error when connected to Sage 200

Some customers connected to sage 200 were encountering the 'duplicate reference' error on invoices that weren't duplicates.

 

FIXED!

Invoices with tax in the header not posting to Sage 200

Customers connected to Sage 200 were encountering posting failures when the tax was set at header level.

 

FIXED!

Users able to add lines to approved Punchout orders

Order creators were mistakenly able to add & edit lines on approved Punchout orders.

 

FIXED!

Special characters preventing invoices posting to Sage 50

Some customers were encountering posting failures because of special characters apostrophes or commas in the supplier reference field.

3rd December 2021 Release Notes

Hi there!

Check out below what we've released in our early December update.

Here's to a stress-free run up to Christmas and new year, happy holidays! 🎅

 

What's New

NEW!

Enhancement to Universal Connector 

A small number of users were experiencing that their data was hitting the max values that could be transferred on the Universal Connector. To resolve this, we've enhanced the limit of reference data values that can be transferred at one time.

 

Fixes

FIXED!

Sage 200 caching

We've made a patch that was affecting the caching of Cost Centers on our Sage 200 connector.

 

FIXED!

Validation enhancements

We've made some enhancements to how we validate data on the system. This will prevent a known issue which was causing some invoices to become unlocked for editing when not required.

 

FIXED!

Invoice download template

We've patched the invoice download so that the data downloaded will reflect the customized layout a user chooses in the Edit invoice download format.
mceclip0.png

19th November 2021 Release Notes

Hello!

Here's what's new in Compleat today...

 

What's new

NEW!

Sage 50 (UK) v28.0.226.0 connector

We've added a new connector for the Sage (UK) version v.29.0.226.0. Follow these steps to update your Sage 50 (UK) connector in Compleat.

 

NEW!

Post 1099 supplier line details to Sage Intacct

Compleat will now detect 1099 suppliers in Sage Intacct, & allow you to select which invoices lines will post to Sage Intacct containing relevant 1099 supplier information.

 

Fixes

FIXED!

Some invoices skipping an approval step

A small number of customers experienced transactions skipping a workflow step. We've fixed the bug behind this error.

 

FIXED!

Invoices missing in the Approved & Denied report

Some customers noticed that the grid in the Approved & Denied report wasn't displaying any transactions.

5th November 2021 Release Notes

Hey there!

Where did October go?! Here are some updates & fixes to kick-start your November.

 

What's new

NEW!

Partially receipt an order item

Partial_receipt.png

You can now partially receipt a single order item up to two decimal places!

Not all items on your orders arrive in one piece, & we realized that could make receipting a bit of a nightmare.

For example, an order with a single line for one tonne of sand might be staggered across four deliveries containing 250kg of sand each. In some cases, a supplier might run out of stock & make only a partial delivery of one of your line items.

Whatever the scenario, you can now accurately record those complicated deliveries by partially receipting a line item. When you’re receipting a line, simply enter the quantity received to two decimal places (eg. 0.25 for each bag of sand) & let iCompleat keep track.

Check out Receipting orders to learn more.

 

NEW!

We're getting a makeover!

iCo_Unprocessed_tray.png

Over the next few weeks, you'll start to notice some new colors appearing in iCompleat in place of the previous pinks & purples.

That's because we're bringing iCompleat up to date with the fresh new look & feel of our branding (Check out the Compleat website if you're curious about what that looks like!).

In the meantime, we're continuing to work on a brand new user interface behind the scenes - watch this space!

 

Fixes

FIXED!

Missing records in the Supplier activity report

In some cases, the grid in the Supplier activity report that displays transactions in the report was empty.

 

FIXED!

Password reset email failing to send

Some customers trying to reset their iCompleat password weren’t receiving the automatic email that contains a prompt to create a new password.

 

FIXED!

Date format error on invoice downloads

Invoice download spreadsheets were sometimes displaying dates in the wrong format. Eg. The US format MM/DD/YYYY for UK transactions, instead of DD/MM/YYYY.

25th October 2021 Release Notes

Hello there, here are our latest updates...

 

What's New

NEW!

User Interface updates

Customers using the new UI can find additional information in the collapsible panel on the left. Both invoicing email address & credit balance are now accessible.

mceclip1.png

 

NEW!

Sage 200 'extra reference' value

Our Sage 200 connector now allows the posting of an 'extra reference' value for invoices & credit notes.

 

Fixes

FIXED!

Duplicate check failing on supplier ref's with hash character

We've fixed an item where a supplier reference containing the '#' character will cause the invoice duplication check to fail.

 

FIXED!

Sage 200 fix for non existent invoice duplicates

We've patched the Sage 200 connector as some invoices were flagging as duplicates down to the reference number not being picked up by the connector. 

 

FIXED!

Button color in workflow changed to white

We've changed the workflow button text to white as the previous color was difficult to read on a darker background.

 

FIXED!

Admins encountering an error when trying to edit & save a user

Validation is now required to edit users across multiple companies.

 

FIXED!

Fix for some auto submitted invoices

We've resolved an issue where some customers with custom rules applied on their transactions weren't automatically submitting to workflows.

 

FIXED!

Selected supplier changing when creating a PO

We've squashed a bug where creating a purchase order & selecting a supplier would cause the chosen supplier to randomly switch to a different one in the list.

 

FIXED!

Reporting issues on new user interface

An issue with reporting was identified where the reports wouldn't update as a user changes the data options & exporting options weren't downloading all invoice records.

8th October 2021 Release Notes

Hello there, here are our latest updates...

 

What's New

NEW!

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.

7498AA7C-A648-4418-8BEB-61EE717BA915 (1)

 

NEW!

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.

 

NEW!

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.

 

Fixes

FIXED!

'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.

 

FIXED!

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.

mceclip0.png

 

FIXED!

Transferring invoice number

Previously when transferring an invoice to another company, it would retained the invoice numbering scheme of the original company. We've applied a fix to update the invoice number to reflect the invoice numbering scheme declared in the receiving company.

24th September 2021 Release Notes

Good day!

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.

 

What's New

 

NEW!

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.

 

 

Fixes

FIXED!

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

Hi there!

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.

 

What's new

NEW!

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.

mceclip0-2

 

NEW!

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:

1_Create support ticket

...And here’s how to search our Help Center.

2_Search Help Center

 

 

NEW!

New design for our reports

mceclip1.png 

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.mceclip2.png

For those not currently using our new UI, you can make the switch by clicking the banner at the top of your screen.

mceclip0.png

 

 

NEW!

Admin users can now decide who receipts orders

mceclip0.png

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.

 

Fixes

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.

 

FIXED!

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.

 

FIXED!

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.

 

FIXED!

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.

 

FIXED!

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.

 

FIXED!

'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. 

 

FIXED!

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.

 

FIXED!

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.

 

FIXED!

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.

 

FIXED!

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.

 

FIXED!

Invoice tray filters not saving

A small bug was resolved where filters were sometimes not saving when navigating between the invoice tray tabs.

 

FIXED!

Accruals report failed export

An issue has been fixed where a report was failing to export.

 

FIXED!

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

What's new

NEW!

We're making iCompleat faster

shutterstock_1065362954-1

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.

 

NEW!

Join the discussion in our Community!

Community.jpg

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.

>> Join the conversation! <<

 

Fixes

FIXED!

Invoices being flagged as duplicates

Some customers were not seeing duplicate invoices flagged up in iCompleat, & were able to process duplicate invoices.

 

FIXED!

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

What's new

NEW!

Come & chat to your peers in the iCompleat Community!

daffcc22-7f88-4333-ba8e-5b75cdea06d6.jpg

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.

Community_topics.png

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…

Take me to my people!

 

NEW!

Create rules using your custom codes

Create event-1

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!

 

NEW!

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.

 

NEW!

Choose the supplier types you'd like to cache from Sage Intacct

Sage_Intacct_permissions.png

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

Click here for the full updated steps on connecting to Sage Intacct

 

Fixes

FIXED!

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.

 

FIXED!

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

What's new

NEW!

Enhanced filtering by companies in order & invoice trays

Filtering invoices

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!

 

NEW!

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

  • Registration number

  • Bank sort code

  • Bank account number

  • IBAN

  • Swift code

  • Bank name

  • File name

  • Address 1

  • Address 2

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!

 

NEW!

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:

 

events_selections.png

 

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:

 

custom_rule_1.png

 

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:

 

rule_options.png

 

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.

 

Fixes

FIXED!

Sage Intacct validation error

The credit note or invoice date was getting removed from the editing page, causing a validation error when processing.

 

FIXED!

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!

 

Fixes

FIXED!

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.

 

FIXED!

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.

 

FIXED!

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

What's new

NEW!

Change the PO number on an invoice & get matching back on track!

edit PO number

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.

PO_edit.png

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

 

NEW!

Crack down on credit notes pretending to be invoices

Transfer transaction type

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.

The solution...

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?) 

Transfer_to_credit_note.png

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.

Enjoy!

 

NEW!

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!

 

NEW!

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!

 

NEW!

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.

 

NEW!

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.

 

Fixes

FIXED!

Invoice download button not working

The button to download a batch of invoices in the Invoice download area was unresponsive.

 

FIXED!

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.

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