When adding companies in Basecone, it is important as a user to have the correct rights and access to the companies in the accounting package. In this article we describe how you can check this in the accounting package and then add the relevant companie(s).
Which error message is it? > No companies available. Contact your system administrator.
How can I check which rights and/or access I have in the accounting package?
1. Twinfield
2. Exact Online
3. AccountView
4. Boekhoudgemak & Multivers
1. Twinfield
Login to Twinfield, go to Settings > Access settings > Users > User settings > You can now see which role or level you have.
For Twinfield, you must have one of the following roles or levels to make the link with Basecone: level 1, 2, 3 and 4 or the subscription 'Extra Accounting'. If workflow authorization is also used, whereby the payment status can be adjusted, then at least a level 3 or the SME Accounting subscription is required.
In the next tab Companies you can see which companies you currently have access to and which companies are available to add.
Via Settings > Access settings > Roles > click according role > Menu access, you can see which specific rights belong to each userrole.
For further questions, please contact your Twinfield advisor or your own accountant, he/she can help you with the relevant layout and more information.
2. Exact Online
Login to Exact, go to Master data > Users > Control: Rights > Select here the desired user for which you want to view the permissions.
Then go to Rights with the lock icon at Monitor to see which rights you have.
You will then see the screen below. The following applies in Exact Online: do you want to perform an action in Basecone, but do you see an error message that you do not have the rights to perform this action? Then look at the permissions: which permissions (check boxes) you currently have and which are still available to switch on and off.
If you go back one step to the previous tab, you can click on Companies: Access rights > Here you can see exactly which Companies you have access to (the rights) and which you do not.
For the link check with Basecone, go to the top right > My Exact Online > Security Center > Permissions for my apps > Click on Basecone (see print screen below).
At the bottom of the page you see 'access to' > click on the right on 'manage administrations' > here you can see which administrations are available and which are selected.
For further questions, please contact your Exact advisor or accountant, he/she can help you with the relevant setup and more information.
3. Accountview
Login to AccountView.Net > Users > then you can check whether the user is an administrator and is active. Enterprises are inherent to companies in AccountView > if you see the number of enterprises at '0' for a user, you will not see this enterprise or company in Basecone.
A user in AccountView can be viewed via Document > System Master Data > User.
In an AccountView Team or Business implementation without further modules, there is little for the user (besides his password) to set: every user who is allowed in AccountView can do everything in every administration/company. However, extension modules for the listed versions can be purchased in the AccountView license:
1. Extended Access Protection I: A user can be restricted:
1a: Which administrations this user may open:
1b. which objects (windows) the user is allowed to open to work in. This is arranged via the roles that are linked to the user and this is where the implementation of AccountView comes in: four standard roles are included that give a user access to everything and three example roles that restrict rights.
This user DEMO can do everything, because no restrictive roles are selected, and the selected roles open specific parts.
An implementation of AccountView will result in more roles being created and the sum of the selected roles determines whether someone has rights to a particular window or not. A common route is that the four roles are selected as above and then specific windows are excluded. The menu item Document > Access Analysis shows a window with the check marks and prohibition signs, how the roles affect the parts of AccountView.
2. Comprehensive Access Security II takes a closer look at this:
2a. The administration can be combined with roles: for example, the office administration of an accountancy firm only offers the user access to the time registration, while other administrations (of the customers) do show all parts;
2b. The roles can be specified at the menu command level. So a user may in the timesheet window, but not execute the command Document > Journalize hours.
In addition, a user can belong to a user group, so that employees who have to do the same work in AccountView, get the same roles/administrations selected.
Login to AccountView > Go to File > Administrations in the top left > Then select an administration. Then go to Administration master data and the tab > Users. Here you can add a user (if available) to an administration.
For further questions, please contact your Visma partner or accountant, he/she can help you with the relevant layout and more information.
4. Boekhoudgemak & Multivers
To create the main link with Basecone you need a user with full rights. In most cases this is the SYSTEM user. From Boekhoudgemak & Multivers, the rights group 'Management' (anything is possible) is linked to this and it has access to all administration groups.
Login to Boekhoudgemak & Multivers, go to Administration > Users > Maintenance users > click on the User SYSTEM there you can add administration groups to the user.
In 'Manage | Users' you maintain the data of users. You can associate a particular permission group with users.
By going to Administration > Permissions > Maintenance Permissions > Permissions > you can see exactly which permissions are enabled for a certain permission group and user.
For further questions, please contact your Accounting Convenience & Multivers consultant or your own accountant, he/she can help you with the relevant layout and more information.