It can happen that you may have accidentally tagged one or more documents with the incorrect tag label. For instance, it should have been PNV instead of SLS. Or it can happen that you accidentally gave it the wrong tag as CASH, JNL or CUST. Keep on reading If you would like to know how you can remove or correct the tag label.
Incorrect tag: PNV, SLS, JNL or CASH
If you have accidentally tagged the invoice as PNV instead of SLS or vice versa, you can easily change the tag label if the document is not booked yet in Basecone. In this case, it is not necessary to delete the invoice and upload it to Basecone again.
There two ways to reject and remove the tag labels in Basecone.
Booking screen Click on the reject button on the top right of the page. You can only reject one document per time. Only possible to reject tag labels PNV, SLS, JNL and CASH.
Validation screen Click on the reject button on the top left menu. Reject one or up to 10 documents in per time. Not possible to reject tag labels BANK, CASH or JNL tag in the validation screen.
After the invoices are rejected, the document will go back to the Upload & tag-screen with the status "To tag". The document(s) will be ready for tagging again. If you need help in tagging the document(s), see article: Tagging of Documents
Incorrect tag: BANK or CUST
If you have accidentally tagged the document as BANK or CUST, you can easily remove the tag from the archive. If you cannot see the document right away, you can use the left filters to find your document in the archive and narrow down your search.
When you find the document, you can check-mark the box to select one or multiple documents. The menu will appear on the top of the list and you can click on Remove tag. The document will go back to the the Upload & tag-screen with the status "To tag". The document(s) will be ready for tagging again.
📌 Be aware: once a link is generated for the document, you can no longer authorize it nor change that CUST tag. You will need to send the document in again to process it correctly.