For an invoice to be included in a payment batch, please ensure that the option is not selected for ‘not in payment batch’.
To keep control over the payment process of an invoice in Twinfield, there are the following three company settings available in Basecone that can be used in the Basecone Flow (authorization after booking).
In order to keep control over the payment process of purchase invoices in Twinfield, Basecone offers three extra company settings that can be used in the Basecone Flow (authorization after booking). This can be found under the workflow settings tab.
Go to Settings > Company > click on the edit icon under actions behind the relevant company > then click on the workflow tab.
In here you click the tab Specifications and scroll down the page to Block and release for payment.
Select "not in payment batch" when Authorisers are assigned
When this company setting is ON, the option "not in payment batch" will automatically be selected when an authorizer is selected in the booking-screen to prevent the invoice to be included in the payment batch.Deselect “not in payment batch” after approval from Authorisers
When this company setting is ON then Basecone will update the transaction/ booking in Twinfield by deselecting the ‘not in payment batch’ tick-box after all assigned authorisers have approved the invoice. 📌 Basecone can only update the transaction in Twinfield if the transaction is NOT finalised. For this reason the tick-box ‘finalise’ in the validation screen is disabled when this company setting is enabled.Finalise booking after approval from Authorisers
When this company setting is ON then Basecone will update the transaction/ booking in Twinfield by finalising it after all assigned authorisers have approved the invoice.
