Throw these tasty morsels in that goody bag.
There are countless impressive features behind iCompleat’s automation prowess, which is why we highly recommend that you follow our Sales demo guide so that you can structure your demos to cover all bases. If you’re after the secret ingredients to a rip-roaringly successful demo, though, look no further than these five iCompleat features guaranteed to make your prospective clients sit up and listen.
1 - Approval workflows
iCompleat offers enterprise-level approval workflows for the routing of all transactions. The workflows are simple to set up and incredibly flexible, offering single, multi-step, simultaneous, group, and value threshold-based approvals. Workflows can be configured to dynamically route transactions based on conditions, such as the transaction’s coding down to line level.
2 - Integrated online buying with Amazon Business & Lyreco
It’s the best way to buy online with preferred suppliers! Integrated online buying automates the financial process behind online purchases, including purchase approval, real-time visibility of spending commitments, automated invoice delivery into the system, two-way matching, and a full audit trail. You can also match multiple invoices to a single order.
3 - Two-way matching with useful matching statuses
If you place orders in iCompleat, you can review each invoice in relation to its matching purchase order. This additional validation provides you with a full match, a part match (if the invoice total is less than that of the original order), an over match (if the invoice total is more than that of the original order), or no match (if there is no PO reference to read, or if the PO reference does not match a known purchase order).
4 - Line-level coding and its automation options
Once businesses reach a certain size, having the ability to analyse transactions at line level is essential. Not only is iCompleat’s UI simple and accessible so that this is possible, but its powerful defaulting capability means that line-level coding can be preset based on different criteria.
5 - Integration (audit trail, payments status checking)
For accounting applications where a real-time, out-of-the-box integration is available, the finance system integration element is key. Not only are invoices posted in real-time upon final approval, the system also pulls back a journal posting number to complete the audit trail for each transaction.
Users can be given permission to review the payment status of any invoice in real-time. This is great for finance – no more calls to ask whether something has been paid! It’s also ideal for approvers and budget holders for whom this kind of information is invaluable as they tend to have more contact with their chosen suppliers.