Version 5.0 Release Notes (2023)
NEW! Post zero value VAT lines to PSF
We gave our customers the ability to post transactions containing VAT with a value of zero to PSF.
FIXED! When changing the custom code on a transaction header, the same coding wasn't being automatically applied to the lines.
Version 5.0.22125.1 Release Notes (5th June 2022)
NEW! Transfer an invoice in the Unprocessed tray from one company code to another
Previously, when an invoice with a defaulted company code ended up in the Unprocessed tray of the wrong company, it wasn't possible to transfer the invoice to the correct company code. This also meant that the invoice couldn't be correctly matched to its corresponding order.
Now, on rare occasions when this may happen, you can simply transfer an invoice to the correct company code from within the Unprocessed tray.
NEW! Manually issue Punch-Out orders to the supplier after approval
We've added an Issue to Supplier option within approved Punch-Out orders that opens a new window with the supplier where you can quickly confirm & submit the order.
When you're done, you're redirected straight back to the order eCompleat, & there's a box to tick confirming that you've submitted the order.
FIXED! Customers using Opera as their browser were encountering problems importing custom codes in requisitions. We identified the cause of this issue & fixed it.
FIXED! We identified an issue whereby orders with over 400 lines caused matching to fail. This is now fixed.
FIXED! Some users were experiencing that their analysis mappings had not saved.
Version 5.0.21335.1 (1st December 2021)
IMPORTANT! Our development release cycle is changing This release in December 2021 will bring the end of our monthly development updates to eCompleat. Starting in the new year 2022, updates will be deployed on a quarterly release schedule of: - March 2022 - June 2022 - September 2022 - December 2022 This change will allow us to improve the product features on our platform & streamline the software we maintain. Please contact client services at if you have any questions clientservices@compleatsoftware.com.
NEW! Sage 50 (UK) v28.0.226.0 connector
We've updated the Sage 50 (UK) connector to coincide with the latest updates made by Sage.
FIXED! Some users were experiencing that their analysis mappings had not saved.
Version 5.0.21307.1 (3rd November 2021)
NEW! We've reinstated the Object Editor feature
Some users will be pleased to know that we've reactivated the Object Editor.
NEW! Include 'period date' on the Dream connector
The Complete Dream connector now includes a 'period date' on tax lines.
FIXED! Fixed a bug where copied catalogues wouldn't duplicate items & wouldn't allow editing.
Version 5.0.21279.1 (6th October 2021)
NEW! Advanced Spend Analytics
We are pleased to announce that this release will include an integration with our Advanced Spend Analytics platform. If you're a user of this service, you can now view these reports as a simple dashboard in the Compleat system.
For more information on what our Advanced Spend Analytics (ASA) provides, please visit our website.
Existing customers of ASA can implement this on their Compleat system by following our guide on how to enable advanced spend analytics.
NEW! NetSuite Connector enhancements
We've enhanced our NetSuite connector to allow for greater flexibility with custom data & supporting documents.
Now, you can now send files within your transactions to NetSuite.
NEW! Improved navigation on unprocessed invoices
We have enhanced how you navigate through your unprocessed invoices. The 'skip' button has now been replaced with a previous & next button to allow cycling between invoices awaiting approval.
FIXED! We've fixed an issue where an attachment in a transaction would not show if they were created from a template.
FIXED! A fix has been put in place to resolve an analysis data caching issue for the Sun 4 connector.
FIXED! A fix has been applied where the Xero connector wasn't sending currency code data.
Version 5.0.21237.1​ (8th September 2021)
FIXED! We've fixed an issue where Compleat was allowing users to raise transactions against invalid combinations if they duplicated a PO or imported line items.
FIXED! Patched an issue where a the custom codes were not displaying when creating a contract.
FIXED! Issue resolved when a user part matched a line on an invoice match, clicking 'use as new line' would then allow the removal of said line which was causing balance issues.
Version 5.0.21209.1 (4th August 2021)
FIXED! A fix has been implemented where when filtering a field based on information that isn't automatically available in the filter drop down list, the code would disappear after you click it.
FIXED! An issue was found where an unprocessed invoice's original status would change after it had been picked up for reprocessing and auto-matched.
FIXED! Unable to duplicate a plan
FIXED! Unable to modify analysis on invoice match's pending approval
FIXED! A bug fixed outside of this version roll-out. On the mobile app, credit notes would show as invoices as the 'transaction type' when a push notification is received. This has been resolved.
Version 5.0.21181.1 (7th July 2021)
NEW! Plan and Timesheets Filter Options and Page Customisation
We've enhanced the filter options on managing plans and on timesheets including a couple of bug fixes.
NEW! Unprocessed invoice note activity
Users with access to an invoice match or direct invoice can now see the note activity from other users.
NEW! Added 'Extended Status' to activity log
The Extended Status of all transactions is now displayed in the activity log.
NEW! Manually closed transactions added to activity log
FIXED! We have implemented a fix to make the whole invoice module read-only for specific users. Previously we only had the option for read-only invoice matches, Users without access can't see the 'pending' or 'unprocessed' trays. They can still view their own invoices and invoice batches, but in read-only mode.
FIXED! An issue has been resolved where once you select a company, only work order layouts would show when using filters.
FIXED! An error message would display when creating a transaction and tabbing into the VAT field. This has been resolved.
FIXED! When in a user account with a long list of security groups, you could not see the whole list. Issue resolved.
FIXED! Misleading field name - changed 'Payment Date' label to 'Payment Due Date'
FIXED! Posting to dream when period is closed caused a posting failure
Version 5.0.21160.1​ - (9th June 2021)
NEW! Manual closing of PO lines
In this release we’ve made an enhancement that allows you to close selected lines of a PO that are no longer outstanding. This leaves the remaining lines open while the expected invoice arrives to match the remaining lines. No longer will you have to wait for the whole invoice to arrive while your PO mulls away in the tray.
Simply expand your requisition or receipt in the Pending a match tray and view the grid on the right of the screen to select the lines you want to close.
The button above the column will track the number of lines you have selected. Click this once you have selected the appropriate lines for closing.
If all lines of the requisition are selected, this will change to:
For our users out there who like tidy trays and requisitions, we certainly hope this update provides some comfort knowing you can action set lines of a PO while it pends for a full match.
FIXED! Import Invoice Finalised Email Pipeline Timeouts​
FIXED! Greyed out layout prevents duplicates from having different layouts​
FIXED! cXML - Company name to be included in address name attribute in message​
FIXED! Configurable Prompts - Multiple lines across the transaction doesn't respect the transaction header​
FIXED! Plus Symbol in Item Code​
FIXED! Amazon Punchout - VAT Rounding​
FIXED! Processing invoices for a single company​
FIXED! Xero - Attachment Posting no longer works after Capture v2 migration
FIXED! Manual Closing of PO Lines
FIXED! Address code for cXML punchout
FIXED! Generic Connector - "Credit Note" Attachment posting enhancement
FIXED! cXML - Punchout Details (submissions & responses)
FIXED! AccountsIQ - Credit Note Attachment Posting
Version 5.0.21133.1 (5th May 2021)
NEW! Notify a nominee with customised emails
When a user is assigned as a nominee, they are sent an automated email notifying them.
We've enhanced this feature so you can customise the body of the email that is sent out as well as an option to disable sending the email all together if required.
The Pipeline Configuration now contains 2 new events for Approval Nominee both 'Added' and 'Removed'. This will allow you to create custom emails for the start and end of a user with nominee status.
As well this, we have included several SMTP email samples for your custom use. These can be found by searching the list in Admin > Pipeline Configuration > SMTP Email.
FIXED! Exchequer connector issue with currency code
FIXED! Fixed the invoice module access create/manage group profiles
FIXED! Expense Group Profile Issue
FIXED! Variation orders allows currency/supplier change
FIXED! On Nominee Changed Pipeline Profile
FIXED! Company and Layout Defaults
FIXED! Enable Manage Devices
FIXED! Fix the invoice module access create/manage group profiles
Version 5.0.21091.1 (April 2021)
NEW! Invoice processing just got easier!
Now, when creating a direct invoice from the unprocessed tray, you will automatically be prompted to identify the company the invoice is for.
Simply click the unprocessed item in your tray and click New Direct Invoice. An instant popup will appear with a drop-down of the companies saved in your system. This is shortly followed by another popup requiring you choose a layout and a template.
Job done! Your direct invoice is on it's way to being approved.
FIXED! Migrate Intacct Importer to Azure Logic App
FIXED! Configurable prompt using originating group profile doesn't work
FIXED! Unable to copy/save user account when g_personal_vehiclerate is NULL
FIXED! 404 error when creating a Di from e-invoice template
FIXED! Approval Timeline detail off of page
FIXED! Supplier Receipt Ref Global Search
FIXED! Can't cycle through attachments after adding note
FIXED! Load top of page when opening unprocessed invoice
FIXED! NetSuite - Token Passport Signature - HMAC-SHA256
FIXED! Unprocessed Invoice Summary Company and Layout Selection
FIXED! JQuery errors
FIXED! Prepare to approve……to deny?
FIXED! Display issue on Custom Analysis
FIXED! Access Dimensions - Azure Function - Creation and Reference Data
FIXED! Allow Direct-From Creation in E-Invoicing Setup
Version 5.0.21062.1 (March 2021)
Multiple Sessions - Access Transactions Statelessly
Opera - Posting with ChangeTransactionDateToNextPeriod set to True
Mobile app - Authentication required for each notification
Mobile app - Approve only once ignored
Mobile App - Opening a notification once transaction is approved
Mobile app - Prompt warning only show when there is a prompt error
Parameter to ignore special characters in bank validation check
Capture Service - Passthrough Documents
Expense Registration number view
Maintain Company Delivery Sites
Mobile App - Finger print logon expense capture issue
cXML - Support shipping costs at header level
Add Renovo as an available cXML punchout supplier
GetEInvoiceDocumentPath fails when called into by automation/api
Multiple Sessions - Access Transactions Statelessly
Opera - Posting with ChangeTransactionDateToNextPeriod set to True
Mobile app - Authentication required for each notification
Mobile app - Approve only once ignored
Mobile App - Opening a notification once transaction is approved
Mobile app - Prompt warning only show when there is a prompt error
Parameter to ignore special characters in bank validation check
Capture Service - Passthrough Documents
Expense Registration number view
Maintain Company Delivery Sites
Mobile App - Finger print logon expense capture issue
cXML - Support shipping costs at header level
Add Renovo as an available cXML punchout supplier
GetEInvoiceDocumentPath fails when called into by automation/api
Version 5.0.21048.2 (February 2021)
removeServerHeader results in HTTP 500 error on IIS version <10.0
ChurnZero integration: new field to define customer name
ChurnZero Integration - replace Pendo Javascript snippet with ChurnZero
TODO List
Fix build warnings
Approval Chain - TOP and Bottom causing broken Chains
Approval Chain - Error
Credit Notes should set Payment Date to Immediate
Remove/Change Utilities
Opera - Payment Terms Inaccurate
Enable mobile module access based on module access in Compleat
Users Able to Deny multiple times in expenses
ApprovalHelper doesn't support denial of some transaction types.
New Connector version required for sage 50 (27.1)
AppCheck - XSS on ApplicationError.aspx page
Change how users change companies
Security Audit - Using Components with Known Vulnerabilities (A9)
Compleat Admins - Global Configuration Save problem
Username editable but breaks audit trail
Transaction locking in expenses
Expenses - When changing company layout doesn't always update
Default supplier isn't respected when changing layouts
Version 5.0.21006.1 (January 2021)
Intacct Importer - Remote Configuration and Config Migration to Azure Table Storage
Unit 4 Dream Posting Failure - DetailDateInPeriod Incorrect
Post Vendor Bills via Sage Intacct Importer Function
Direct Invoices to appear as accruals in Plan budget check and reporting DB
Remaining spend figure on expanded req line doesn't account for soft commitments
Incorrect budget figures when expanding requisition line
Mobile app special characters in expense receipt name
Improvements to sage 200 connector required
Mobile app clean-up