Via the Organisation tab within the Settings section you can define your environment in Basecone, within which you can create companies and users.
📌Only users with the role Super user is able to access the office settings.
Details
When you go to the left menu Settings - Organisation, the Details tab will automatically open. The Office Code entered when you signed up for the subscription will be shown here. This is the required code needed when a user logs into Basecone. The email of the contract person mentioned here will receive a weekly overview all the documents processed in the past week in the beginning of the week.
If the office code is not to your liking, you can request this to be changed, click here for more information.
Preferences
In this tab you can activate the Two-Factor Authentication (2FA) for all users in the organisation.
Billing
When you go to Settings - Organisation, the Billing tab, you can see the details of the contact for your account and find the Terms & Conditions and Service Level Agreement. Check if this information is entered correctly. If some information is entered incorrectly on the contract, a Super user can update it if needed.
It's possible to edit the following fields:
Organisation name;
Street name;
Number;
Postal code;
City;
Company Registration Number;
Contact person;
Email address;
Phone number;
Billing email (the address for Electronic monthly invoice).
If you are authorised to make changes on behalf of the company, change the setting from No to Yes and then click on Save to apply the changes.
Connections
When you go to Settings - Office, the Connections tab, you will find the Accounting system. Here you can check the status of your accounting system and manage each one individually. It is also possible to create a new accounting system if needed.
For each accounting system, a Synchronisation User is setup to to retrieve the master data of all companies data such as debtors, creditors, ledgers, vat codes, etc. Basecone uses this data to improve recognition, to make the link with the right debtor or creditor from your account to increase the speed of booking.
To view who the Basecone synchronisation user is click on the icon of the little pen.
The Basecone synchronisation user is a user in Basecone, who is linked to an accounting system user. When you click on the username, you will then see the connected accounting system user.
Basecone recommends the following settings for the synchronisation user:
This user can have the role Accountant or Super User assigned as long as there is an accounting system user connected;
the Synchronisation User is linked must have the following permission:1) access to all the companies in the accounting system2) the master data is retrieved from linked companies in the accounting system;
The Twinfield user should have the user role Level 1.
For more information about this, see article: Basecone Synchronisation User