Getting started

with iCompleatInvoice

Nice one!

You have taken your first step towards invoice automation.

Did you know, registering for iCompleatInvoice provides you with a fully functioning test company? This means, at this stage, there is no need to hook up to your live system, simply use the test environment to get comfortable with the product.

Your test company will remain active for your use for the full duration of your trial and even when you set up a live subscription; see it as a test bed to give the application a whirl, maybe to train new staff, or to see and try out our new features.

We have populated your test company with sample data such as chart of accounts, tax codes, and suppliers, and are there to simulate and illustrate a fully live system, connected to an accounting system.

Making the most of your test company

The goal is to achieve as high as 95% of your purchase invoices being received, coded, and submitted for approval with minimal to zero human interaction.

iCompleat allows you to select a series of default coding options for invoices using a host of criteria such as who the supplier is, what description is provided at line level, or the item code provided etc. Once you have activated these codes, the next time an invoice arrives, meeting these criteria, the iCompleat engine will take care of the analysis coding and submit the invoice to workflow on your behalf, making processing invoices simple.

We recommend you process your first few invoices in the test company by following the four, simple steps below to try the automation experience yourself.

Watch this short video to see for yourself just how simple processing automation is.

Feel free to search our entire iCLIC knowledge base for further help and guidance, and if at any time you require further help please use the contact support button.

Enjoy!