What is Planergy?
With Planergy you have control over purchase and stock management. Workflow efficiency is a main point in the supply-to-pay process. The Planergy software can be used in combination with the accounting packages Exact Online, Twinfield and Xero.
How do you connect Planergy to Basecone?
To link Planergy to Basecone you need the user role super user, in Basecone. Please contact Planergy to establish this link.
Met welke boekhoudpakketten kan dit?
Planergy and Basecone both connect with Exact Online, Twinfield and Xero. With these three systems you can process purchase invoices via Basecone, to Planergy and post them to the accounting package.
How to process an invoice to Planergy?
The purchase invoice is first created in Planergy, click here for more information.
When the purchase invoice is created, approved and sent to the supplier, the supplier can send this invoice as an attachment by e-mail to Basecone's unique email address.
If the invoice is tagged, the invoice will be automatically processed in Planergy, the user who tagged the invoice will receive an email from Planergy stating that the document is ready, with a direct link to the document.
The uploaded invoice is automatically linked to the order created in Planergy. If the invoice is not recognised, it must be adjusted manually. Then the items on the list must be checked and compared manually. When the invoice has been compared to the order, it is then presented for authorization. After the invoice has been approved, it will have the status Authorized, not posted.
The invoice is queued to be posted to the accounting system. The user can (for example) click on the Export to Twinfield button, after which the invoice is entered as a draft entry in the accounting system with a posting number. The status of the document in Basecone is automatically updated to Posted by a third party.
The archive from Basecone
When you search for the posted document in the archive, you will see the document with the status of an incoming symbol. This means that the document has been posted by a third party, in this case by Planergy.
When you click on the line to open the document in the archive, the document details open. In the details you will see the following:
Document name or file name
Diary
Posting number
Invoice number
Invoice date
Order number (to which it is linked)
Amount(s)
You will not see here to which supplier this invoice has been posted, the amounts split per entry line or to which general ledger account the booking has been made. If you want to see this information, you can view it on the invoice in Planergy or in the accounting system.
